Bradley Foster & Sargent Inc. CT Trims Stock Position in Vanguard Small-Cap Value ETF $VBR

Bradley Foster & Sargent Inc. CT trimmed its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 9.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 33,531 shares of the company’s stock after selling 3,586 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in Vanguard Small-Cap Value ETF were worth $7,285,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Klingman & Associates LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 106.6% in the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock worth $1,701,000 after acquiring an additional 4,144 shares during the period. Clayton Financial Group LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 28.9% during the fourth quarter. Clayton Financial Group LLC now owns 42,721 shares of the company’s stock worth $9,048,000 after acquiring an additional 9,581 shares during the period. Northwest Quadrant Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 1.7% during the fourth quarter. Northwest Quadrant Wealth Management LLC now owns 135,704 shares of the company’s stock worth $28,741,000 after acquiring an additional 2,275 shares during the period. Forbes Financial Planning Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 15.3% during the fourth quarter. Forbes Financial Planning Inc. now owns 52,246 shares of the company’s stock worth $11,066,000 after acquiring an additional 6,920 shares during the period. Finally, Greenspring Advisors LLC raised its holdings in Vanguard Small-Cap Value ETF by 192.2% during the fourth quarter. Greenspring Advisors LLC now owns 9,423 shares of the company’s stock worth $1,996,000 after purchasing an additional 6,198 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR opened at $244.24 on Monday. The stock has a market capitalization of $37.08 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $246.87. The firm has a 50-day moving average price of $238.77 and a 200 day moving average price of $230.15.

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.