Stone Summit Wealth LLC Reduces Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Stone Summit Wealth LLC cut its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 9.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,847 shares of the company’s stock after selling 3,206 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 2.0% of Stone Summit Wealth LLC’s portfolio, making the stock its 9th biggest holding. Stone Summit Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,915,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Assetmark Inc. grew its stake in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after purchasing an additional 139,196 shares during the period. Captrust Financial Advisors boosted its holdings in shares of Vanguard Small-Cap Value ETF by 655.6% in the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after buying an additional 1,343,457 shares during the last quarter. World Investment Advisors LLC grew its position in Vanguard Small-Cap Value ETF by 24,002.3% during the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after buying an additional 1,368,129 shares during the period. LPL Financial LLC increased its holdings in Vanguard Small-Cap Value ETF by 7.0% during the third quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after buying an additional 80,279 shares during the last quarter. Finally, Aspiriant LLC raised its position in Vanguard Small-Cap Value ETF by 42.1% in the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after acquiring an additional 362,906 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 0.9 %

VBR opened at $203.43 on Monday. Vanguard Small-Cap Value ETF has a twelve month low of $174.19 and a twelve month high of $219.01. The company’s 50-day moving average price is $204.06 and its two-hundred day moving average price is $200.91. The stock has a market cap of $30.73 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.