Vanguard Small-Cap Value ETF $VBR Shares Sold by NewEdge Advisors LLC

NewEdge Advisors LLC cut its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 64.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,400 shares of the company’s stock after selling 95,236 shares during the quarter. NewEdge Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $11,384,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Klingman & Associates LLC increased its stake in Vanguard Small-Cap Value ETF by 106.6% in the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock valued at $1,701,000 after purchasing an additional 4,144 shares in the last quarter. Clayton Financial Group LLC grew its holdings in Vanguard Small-Cap Value ETF by 28.9% in the fourth quarter. Clayton Financial Group LLC now owns 42,721 shares of the company’s stock valued at $9,048,000 after purchasing an additional 9,581 shares during the last quarter. Forbes Financial Planning Inc. grew its holdings in Vanguard Small-Cap Value ETF by 15.3% in the fourth quarter. Forbes Financial Planning Inc. now owns 52,246 shares of the company’s stock valued at $11,066,000 after purchasing an additional 6,920 shares during the last quarter. Northwest Quadrant Wealth Management LLC increased its position in shares of Vanguard Small-Cap Value ETF by 1.7% in the fourth quarter. Northwest Quadrant Wealth Management LLC now owns 135,704 shares of the company’s stock valued at $28,741,000 after buying an additional 2,275 shares in the last quarter. Finally, Fifth Third Securities Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 6.0% during the 4th quarter. Fifth Third Securities Inc. now owns 45,739 shares of the company’s stock worth $9,687,000 after buying an additional 2,599 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 1.2%

NYSEARCA:VBR opened at $245.01 on Thursday. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $248.28. The stock has a fifty day simple moving average of $239.86 and a 200-day simple moving average of $230.71. The company has a market capitalization of $37.20 billion, a PE ratio of 14.99 and a beta of 0.96.

Vanguard Small-Cap Value ETF 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.