Nwam LLC Cuts Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Nwam LLC decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,450 shares of the company’s stock after selling 683 shares during the period. Nwam LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,846,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. NewEdge Wealth LLC increased its holdings in Vanguard Small-Cap Value ETF by 65.6% in the fourth quarter. NewEdge Wealth LLC now owns 10,163 shares of the company’s stock valued at $2,014,000 after buying an additional 4,026 shares in the last quarter. Whipplewood Advisors LLC purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter valued at $181,000. Magnolia Private Wealth LLC purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter valued at $730,000. Pointe Capital Management LLC increased its holdings in Vanguard Small-Cap Value ETF by 9.6% in the fourth quarter. Pointe Capital Management LLC now owns 2,867 shares of the company’s stock valued at $568,000 after buying an additional 250 shares in the last quarter. Finally, Checchi Capital Advisers LLC grew its position in shares of Vanguard Small-Cap Value ETF by 19.1% in the fourth quarter. Checchi Capital Advisers LLC now owns 83,036 shares of the company’s stock valued at $16,456,000 after purchasing an additional 13,335 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 0.0 %

Shares of NYSEARCA VBR opened at $197.94 on Thursday. The company’s 50-day simple moving average is $201.74 and its 200-day simple moving average is $201.89. Vanguard Small-Cap Value ETF has a 52-week low of $177.15 and a 52-week high of $219.01. The firm has a market cap of $103.89 billion, a price-to-earnings ratio of 16.22 and a beta of 1.16.

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.