Waldron Private Wealth LLC Raises Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Waldron Private Wealth LLC grew its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 172,974 shares of the company’s stock after acquiring an additional 631 shares during the period. Vanguard Small-Cap Value ETF comprises about 1.4% of Waldron Private Wealth LLC’s holdings, making the stock its 17th biggest position. Waldron Private Wealth LLC owned about 0.11% of Vanguard Small-Cap Value ETF worth $34,280,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of VBR. Team Hewins LLC acquired a new position in Vanguard Small-Cap Value ETF in the 4th quarter valued at $450,000. JPMorgan Chase & Co. increased its position in Vanguard Small-Cap Value ETF by 8.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock worth $118,140,000 after purchasing an additional 44,114 shares in the last quarter. Diversified Portfolios Inc. lifted its position in Vanguard Small-Cap Value ETF by 1.5% during the third quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after buying an additional 200 shares in the last quarter. Aspiriant LLC grew its stake in Vanguard Small-Cap Value ETF by 42.1% during the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after buying an additional 362,906 shares during the period. Finally, Global Retirement Partners LLC increased its position in shares of Vanguard Small-Cap Value ETF by 4.8% in the third quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock worth $1,782,000 after acquiring an additional 409 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.9 %

NYSEARCA:VBR opened at $205.32 on Friday. Vanguard Small-Cap Value ETF has a twelve month low of $173.32 and a twelve month high of $219.01. The firm’s fifty day simple moving average is $205.45 and its 200 day simple moving average is $200.42. The firm has a market capitalization of $31.01 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.