Institute for Wealth Management LLC. Decreases Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Institute for Wealth Management LLC. lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,432 shares of the company’s stock after selling 78 shares during the quarter. Institute for Wealth Management LLC.’s holdings in Vanguard Small-Cap Value ETF were worth $1,076,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in VBR. Sunbelt Securities Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF in the 3rd quarter worth $25,000. Teachers Insurance & Annuity Association of America acquired a new stake in Vanguard Small-Cap Value ETF during the third quarter worth about $26,000. FSA Wealth Management LLC purchased a new position in Vanguard Small-Cap Value ETF during the third quarter worth about $28,000. Eastern Bank purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth about $32,000. Finally, Planning Capital Management Corp acquired a new position in Vanguard Small-Cap Value ETF in the 3rd quarter valued at about $34,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $207.19 on Friday. The company has a market capitalization of $31.30 billion, a P/E ratio of 11.42 and a beta of 1.09. The company has a 50 day simple moving average of $205.53 and a 200-day simple moving average of $200.37. Vanguard Small-Cap Value ETF has a 1 year low of $173.32 and a 1 year high of $219.01.

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.