Empirical Financial Services LLC d.b.a. Empirical Wealth Management Reduces Stock Position in Vanguard Small-Cap Value ETF $VBR

Empirical Financial Services LLC d.b.a. Empirical Wealth Management trimmed its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 128,493 shares of the company’s stock after selling 2,461 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned about 0.09% of Vanguard Small-Cap Value ETF worth $27,915,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in VBR. Motiv8 Investments LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $29,000. Birchbrook Inc. acquired a new stake in Vanguard Small-Cap Value ETF in the fourth quarter valued at $30,000. Modus Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF in the fourth quarter valued at $30,000. Toth Financial Advisory Corp acquired a new stake in Vanguard Small-Cap Value ETF in the fourth quarter valued at $36,000. Finally, Tower View Wealth Management LLC bought a new position in Vanguard Small-Cap Value ETF during the 1st quarter valued at $37,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $241.78 on Tuesday. The firm has a market cap of $36.71 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 1-year low of $193.00 and a 1-year high of $245.12. The firm has a fifty day moving average of $236.66 and a two-hundred day moving average of $228.31.

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. 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.