Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is Monument Group Wealth Advisors LLC’s 10th Largest Position

Monument Group Wealth Advisors LLC reduced its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,725 shares of the company’s stock after selling 461 shares during the period. Vanguard Small-Cap Value ETF accounts for 0.8% of Monument Group Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Monument Group Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,135,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the company. Alhambra Investment Management LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 31.4% during the 4th quarter. Alhambra Investment Management LLC now owns 40,676 shares of the company’s stock worth $8,061,000 after purchasing an additional 9,710 shares in the last quarter. Arkadios Wealth Advisors raised its position in shares of Vanguard Small-Cap Value ETF by 5.6% during the fourth quarter. Arkadios Wealth Advisors now owns 7,146 shares of the company’s stock valued at $1,416,000 after buying an additional 376 shares during the last quarter. Selective Wealth Management Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 4.1% in the 4th quarter. Selective Wealth Management Inc. now owns 2,516 shares of the company’s stock worth $503,000 after acquiring an additional 100 shares during the period. 25 LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.9% during the 4th quarter. 25 LLC now owns 180,243 shares of the company’s stock worth $35,721,000 after purchasing an additional 3,367 shares in the last quarter. Finally, Sax Wealth Advisors LLC increased its position in shares of Vanguard Small-Cap Value ETF by 56.9% during the fourth quarter. Sax Wealth Advisors LLC now owns 2,568 shares of the company’s stock valued at $509,000 after purchasing an additional 931 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.5 %

NYSEARCA:VBR traded up $0.95 during trading hours on Friday, reaching $204.61. The company had a trading volume of 307,013 shares, compared to its average volume of 588,090. The firm has a market capitalization of $30.91 billion, a PE ratio of 11.42 and a beta of 1.09. The stock has a 50-day moving average of $206.02 and a two-hundred day moving average of $198.95. Vanguard Small-Cap Value ETF has a one year low of $171.81 and a one year high of $219.01.

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.