Vanguard Small-Cap Value ETF $VBR Position Cut by Aegis Wealth Management LLC

Aegis Wealth Management LLC lowered its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 38.9% during the 4th quarter, Holdings Channel reports. The fund owned 6,735 shares of the company’s stock after selling 4,283 shares during the period. Aegis Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the business. Osaic Holdings Inc. grew its stake in shares of Vanguard Small-Cap Value ETF by 67.1% in the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock worth $156,323,000 after purchasing an additional 326,129 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after purchasing an additional 284,655 shares in the last quarter. Bank of America Corp DE lifted its holdings in Vanguard Small-Cap Value ETF by 1.4% in the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after purchasing an additional 209,142 shares during the period. Waller Financial Planning Group Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 3,765.9% in the fourth quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock worth $31,187,000 after purchasing an additional 143,445 shares during the period. Finally, World Investment Advisors grew its position in Vanguard Small-Cap Value ETF by 1,650.1% in the 3rd quarter. World Investment Advisors now owns 131,710 shares of the company’s stock valued at $27,489,000 after buying an additional 124,184 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 2.0%

Vanguard Small-Cap Value ETF stock opened at $213.14 on Friday. Vanguard Small-Cap Value ETF has a 52 week low of $160.23 and a 52 week high of $235.48. The stock has a market cap of $32.41 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The company’s 50-day moving average price is $224.68 and its two-hundred day moving average price is $215.70.

About Vanguard Small-Cap Value ETF

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.