Vanguard Small-Cap Value ETF $VBR Stock: Modera Wealth Management LLC Cuts Holdings

Modera Wealth Management LLC decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.8% in the third quarter, HoldingsChannel reports. The firm owned 325,729 shares of the company’s stock after selling 6,021 shares during the period. Modera Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $75,253,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. McMill Wealth Management increased its stake in shares of Vanguard Small-Cap Value ETF by 23,929.0% in the second quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock worth $147,138,000 after acquiring an additional 603,011 shares during the last quarter. Everhart Financial Group Inc. raised its position in shares of Vanguard Small-Cap Value ETF by 352.8% in the second quarter. Everhart Financial Group Inc. now owns 255,385 shares of the company’s stock valued at $62,056,000 after purchasing an additional 198,989 shares during the period. Fifth Third Bancorp raised its position in shares of Vanguard Small-Cap Value ETF by 164.6% in the first quarter. Fifth Third Bancorp now owns 223,342 shares of the company’s stock valued at $48,521,000 after purchasing an additional 138,931 shares during the period. TrueWealth Financial Partners acquired a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter worth $20,575,000. Finally, Shakespeare Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter worth $20,180,000.

Vanguard Small-Cap Value ETF Trading Down 0.6%

NYSEARCA:VBR opened at $243.44 on Friday. Vanguard Small-Cap Value ETF has a 1 year low of $198.76 and a 1 year high of $251.85. The firm’s fifty day simple moving average is $239.84 and its 200 day simple moving average is $234.52. The firm has a market capitalization of $37.01 billion, a PE ratio of 14.99 and a beta of 0.97.

Vanguard Small-Cap Value ETF Company Profile

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.