Vanguard Small-Cap Value ETF $VBR Shares Sold by Retirement Financial Solutions LLC

Retirement Financial Solutions LLC trimmed its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,029 shares of the company’s stock after selling 7,481 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 9.3% of Retirement Financial Solutions LLC’s portfolio, making the stock its 3rd largest holding. Retirement Financial Solutions LLC owned approximately 0.05% of Vanguard Small-Cap Value ETF worth $15,022,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Blume Capital Management Inc. acquired a new stake in Vanguard Small-Cap Value ETF in the 2nd quarter valued at $29,000. Wayfinding Financial LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the first quarter valued at $35,000. JNBA Financial Advisors lifted its holdings in shares of Vanguard Small-Cap Value ETF by 137.2% during the second quarter. JNBA Financial Advisors now owns 204 shares of the company’s stock valued at $40,000 after acquiring an additional 118 shares during the period. Clearstead Trust LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 388.2% in the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after purchasing an additional 198 shares in the last quarter. Finally, Retirement Wealth Solutions LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth about $49,000.

Vanguard Small-Cap Value ETF Stock Up 0.5%

Shares of Vanguard Small-Cap Value ETF stock opened at $206.51 on Monday. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $219.01. The stock has a market capitalization of $31.05 billion, a P/E ratio of 14.99 and a beta of 1.05. The company has a 50-day simple moving average of $208.71 and a 200 day simple moving average of $198.73.

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.