Windward Private Wealth Management Inc. Decreases Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Windward Private Wealth Management Inc. lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,481 shares of the company’s stock after selling 224 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 0.7% of Windward Private Wealth Management Inc.’s portfolio, making the stock its 19th biggest position. Windward Private Wealth Management Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,879,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in VBR. AQR Capital Management LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 16.7% in the second quarter. AQR Capital Management LLC now owns 1,863 shares of the company’s stock worth $340,000 after purchasing an additional 266 shares during the last quarter. Exchange Traded Concepts LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 3rd quarter worth approximately $42,000. Creative Planning increased its stake in shares of Vanguard Small-Cap Value ETF by 2.8% during the third quarter. Creative Planning now owns 251,089 shares of the company’s stock valued at $50,414,000 after buying an additional 6,918 shares during the period. Griffin Asset Management Inc. bought a new position in shares of Vanguard Small-Cap Value ETF during the third quarter valued at approximately $202,000. Finally, Vontobel Holding Ltd. bought a new position in shares of Vanguard Small-Cap Value ETF during the third quarter valued at approximately $276,000.

Vanguard Small-Cap Value ETF Stock Up 1.1 %

NYSEARCA:VBR opened at $203.49 on Friday. The firm’s fifty day simple moving average is $203.34 and its 200 day simple moving average is $201.09. The stock has a market cap of $30.74 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a twelve month low of $176.16 and a twelve month 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.