Vanguard Small-Cap Value ETF $VBR Stock: Opal Wealth Advisors LLC Cuts Position

Opal Wealth Advisors LLC cut its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.2% during the third quarter, HoldingsChannel reports. The fund owned 195,191 shares of the company’s stock after selling 4,302 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 9.4% of Opal Wealth Advisors LLC’s holdings, making the stock its 2nd largest position. Opal Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $45,095,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the stock. TOP Private Wealth LLC. purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth $32,000. Tower View Wealth Management LLC purchased a new position in Vanguard Small-Cap Value ETF in the first quarter valued at about $37,000. First Bancorp Inc ME bought a new position in Vanguard Small-Cap Value ETF in the second quarter worth about $46,000. Matrix Private Capital Group LLC bought a new position in Vanguard Small-Cap Value ETF in the first quarter worth about $41,000. Finally, Howe & Rusling Inc. bought a new position in Vanguard Small-Cap Value ETF in the first quarter worth about $49,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock traded down $0.76 during mid-day trading on Friday, hitting $236.48. 238,327 shares of the stock traded hands, compared to its average volume of 316,738. The stock has a market cap of $35.95 billion, a P/E ratio of 14.99 and a beta of 0.97. The stock’s fifty day moving average is $241.56 and its two-hundred day moving average is $237.78. Vanguard Small-Cap Value ETF has a 52-week low of $198.76 and a 52-week high of $251.85.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.