Envestnet Portfolio Solutions Inc. reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 6.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,209 shares of the company after selling 1,100 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $3,302,000 at the end of the most recent reporting period.
Several other major investors have also added to or reduced their holdings in the company. Global Wealth Strategies & Associates increased its holdings in shares of Vanguard Small-Cap Value ETF by 30.2% in the 1st quarter. Global Wealth Strategies & Associates now owns 237 shares of the company’s stock valued at $45,000 after buying an additional 55 shares during the same period. Diversified LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.8% in the 1st quarter. Diversified LLC now owns 3,084 shares of the company’s stock valued at $592,000 after buying an additional 55 shares during the same period. Advisory Alpha LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 2.2% in the 4th quarter. Advisory Alpha LLC now owns 2,748 shares of the company’s stock valued at $495,000 after buying an additional 58 shares during the same period. Rooted Wealth Advisors Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 2.9% in the 4th quarter. Rooted Wealth Advisors Inc. now owns 2,191 shares of the company’s stock valued at $384,000 after purchasing an additional 61 shares during the period. Finally, Busey Bank increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.9% in the 1st quarter. Busey Bank now owns 3,252 shares of the company’s stock valued at $624,000 after purchasing an additional 61 shares during the period.
Vanguard Small-Cap Value ETF shares rise 1.0%
Shares of VBR opened at $189.22 on Friday. The stock has a market cap of $28.58 billion, a P/E ratio of 11.42 and a beta of 1.09. The company has a 50-day moving average of $184.98 and a 200-day moving average of $182.59. The Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $192.44.
Vanguard Small-Cap Value ETF Company Profile
(Free report)
Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of the Vanguard Small-Cap Value Index Fund, which uses 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 U.S. companies.
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