BIP Wealth LLC Lowers Stake in Vanguard Small-Cap Value ETF $VBR

BIP Wealth LLC decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 11.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 26,348 shares of the company’s stock after selling 3,472 shares during the quarter. BIP Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,724,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Valpey Financial Services LLC increased its position in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after acquiring an additional 4,249,980 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of Vanguard Small-Cap Value ETF by 3.6% during the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after purchasing an additional 560,544 shares in the last quarter. Align Financial LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $97,410,000. Focus Partners Wealth boosted its position in shares of Vanguard Small-Cap Value ETF by 53.8% in the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after buying an additional 297,074 shares during the period. Finally, Corient Private Wealth LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after buying an additional 284,655 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $243.22 on Friday. Vanguard Small-Cap Value ETF has a 1-year low of $193.00 and a 1-year high of $245.12. The business has a 50-day moving average of $235.39 and a 200-day moving average of $227.10. The company has a market capitalization of $36.86 billion, a PE ratio of 14.99 and a beta of 0.96.

Vanguard Small-Cap Value ETF 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.