Werba Rubin Papier Wealth Management trimmed its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,184 shares of the company’s stock after selling 749 shares during the period. Vanguard Small-Cap Value ETF accounts for 0.8% of Werba Rubin Papier Wealth Management’s holdings, making the stock its 22nd largest position. Werba Rubin Papier Wealth Management’s holdings in Vanguard Small-Cap Value ETF were worth $3,450,000 as of its most recent SEC filing.
Several other institutional investors have also made changes to their positions in the stock. Essex Financial Services Inc. increased its stake in Vanguard Small-Cap Value ETF by 6,841.9% in the second quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock valued at $222,833,000 after acquiring an additional 1,203,281 shares during the last quarter. SageView Advisory Group LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 10,480.2% during the 1st quarter. SageView Advisory Group LLC now owns 470,292 shares of the company’s stock worth $82,428,000 after buying an additional 465,847 shares in the last quarter. Cetera Investment Advisers lifted its position in shares of Vanguard Small-Cap Value ETF by 324.7% during the 1st quarter. Cetera Investment Advisers now owns 602,463 shares of the company’s stock worth $115,601,000 after buying an additional 460,617 shares during the last quarter. Retirement Investment Advisors Inc. acquired a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at about $57,073,000. Finally, Strategic Financial Concepts LLC grew its position in Vanguard Small-Cap Value ETF by 13,046.3% in the second quarter. Strategic Financial Concepts LLC now owns 247,807 shares of the company’s stock valued at $45,230,000 after acquiring an additional 245,922 shares during the last quarter.
Vanguard Small-Cap Value ETF Trading Up 0.0 %
Shares of NYSEARCA VBR opened at $205.05 on Friday. The stock has a 50-day moving average price of $196.56 and a two-hundred day moving average price of $189.65. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $205.42. The company has a market cap of $30.97 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.
About Vanguard Small-Cap Value ETF
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.
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