Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by Rockbridge Investment Management LCC

by · The Cerbat Gem

Rockbridge Investment Management LCC cut its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 27,763 shares of the company’s stock after selling 1,524 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 0.7% of Rockbridge Investment Management LCC’s investment portfolio, making the stock its 25th largest position. Rockbridge Investment Management LCC’s holdings in Vanguard Small-Cap Value ETF were worth $5,574,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Webster Bank N. A. raised its stake in shares of Vanguard Small-Cap Value ETF by 153.5% during the 2nd quarter. Webster Bank N. A. now owns 180 shares of the company’s stock worth $33,000 after buying an additional 109 shares during the period. Motco acquired a new position in shares of Vanguard Small-Cap Value ETF during the 1st quarter worth approximately $36,000. Exchange Traded Concepts LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 3rd quarter worth approximately $42,000. Family Asset Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $46,000. Finally, Abound Wealth Management raised its stake in shares of Vanguard Small-Cap Value ETF by 28.2% during the 2nd quarter. Abound Wealth Management now owns 282 shares of the company’s stock worth $51,000 after buying an additional 62 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $211.69 on Friday. The company has a market cap of $31.98 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The stock has a 50 day simple moving average of $199.33 and a 200-day simple moving average of $191.62. Vanguard Small-Cap Value ETF has a 1-year low of $154.40 and a 1-year high of $212.60.

Vanguard Small-Cap Value ETF Profile

(Free Report)

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.

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