Kathleen S. Wright Associates Inc. Sells 1,366 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Kathleen S. Wright Associates Inc. reduced its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,097 shares of the company’s stock after selling 1,366 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 2.0% of Kathleen S. Wright Associates Inc.’s investment portfolio, making the stock its 14th largest holding. Kathleen S. Wright Associates Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $4,419,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Global Wealth Strategies & Associates raised its stake in Vanguard Small-Cap Value ETF by 30.2% during the first quarter. Global Wealth Strategies & Associates now owns 237 shares of the company’s stock valued at $45,000 after purchasing an additional 55 shares in the last quarter. Advisory Alpha LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 2.2% in the fourth quarter. Advisory Alpha LLC now owns 2,748 shares of the company’s stock valued at $495,000 after acquiring an additional 58 shares during the period. Rooted Wealth Advisors Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 2.9% in the fourth quarter. Rooted Wealth Advisors Inc. now owns 2,191 shares of the company’s stock valued at $384,000 after acquiring an additional 61 shares during the period. Indiana Trust & Investment Management CO grew its holdings in shares of Vanguard Small-Cap Value ETF by 29.1% in the fourth quarter. Indiana Trust & Investment Management CO now owns 293 shares of the company’s stock worth $53,000 after purchasing an additional 66 shares during the last quarter. Finally, Center For Asset Management LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 0.6% in the fourth quarter. Center For Asset Management LLC now owns 12,577 shares of the company’s stock worth $2,264,000 after purchasing an additional 69 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.6 %

Shares of NYSEARCA VBR traded up $1.02 during mid-day trading on Friday, reaching $182.52. The company had a trading volume of 293,004 shares, compared to its average volume of 495,642. The business’s 50-day moving average is $184.92 and its 200-day moving average is $182.38. The stock has a market cap of $27.57 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44.

Vanguard Small-Cap Value ETF Company 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.