O Connor Financial Group LLC reduced its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,318 shares of the company’s stock after selling 782 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 1.7% of O Connor Financial Group LLC’s portfolio, making the stock its 20th largest position. O Connor Financial Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,234,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in VBR. JPMorgan Chase & Co. raised its holdings in shares of Vanguard Small-Cap Value ETF by 8.1% during the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock worth $118,140,000 after acquiring an additional 44,114 shares in the last quarter. Diversified Portfolios Inc. increased its holdings in Vanguard Small-Cap Value ETF by 1.5% in the third quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after buying an additional 200 shares during the last quarter. Werba Rubin Papier Wealth Management raised its position in Vanguard Small-Cap Value ETF by 16.8% during the second quarter. Werba Rubin Papier Wealth Management now owns 17,933 shares of the company’s stock valued at $3,273,000 after acquiring an additional 2,575 shares in the last quarter. Asset Management Group Inc. raised its position in Vanguard Small-Cap Value ETF by 2.4% during the second quarter. Asset Management Group Inc. now owns 142,037 shares of the company’s stock valued at $25,925,000 after acquiring an additional 3,308 shares in the last quarter. Finally, Discipline Wealth Solutions LLC lifted its stake in Vanguard Small-Cap Value ETF by 120.8% in the second quarter. Discipline Wealth Solutions LLC now owns 4,961 shares of the company’s stock valued at $906,000 after acquiring an additional 2,714 shares during the last quarter.
Vanguard Small-Cap Value ETF Trading Up 0.8 %
NYSEARCA VBR traded up $1.55 during trading on Monday, hitting $200.99. 195,886 shares of the company traded hands, compared to its average volume of 674,393. Vanguard Small-Cap Value ETF has a 12 month low of $171.31 and a 12 month high of $219.01. The business has a fifty day simple moving average of $206.81 and a 200 day simple moving average of $197.86. The company has a market capitalization of $30.36 billion, a P/E 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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