Stokes Family Office LLC Decreases Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Stokes Family Office LLC trimmed its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 29.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 20,080 shares of the company’s stock after selling 8,416 shares during the quarter. Stokes Family Office LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,614,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Integrated Wealth Concepts LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 9.3% in the third quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock valued at $2,196,000 after acquiring an additional 1,170 shares in the last quarter. Retirement Investment Advisors Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 57.8% in the third quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock valued at $70,430,000 after acquiring an additional 161,791 shares in the last quarter. White Wing Wealth Management purchased a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $3,584,000. RWA Wealth Partners LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 3.1% in the fourth quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock valued at $64,866,000 after acquiring an additional 10,762 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 24.3% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock valued at $405,000 after acquiring an additional 440 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.8 %

Shares of NYSEARCA:VBR traded up $1.46 on Friday, hitting $184.24. The company had a trading volume of 206,972 shares, compared to its average volume of 552,087. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $192.44. The business has a 50 day moving average of $184.49 and a 200 day moving average of $175.17. The company has a market cap of $27.83 billion, a PE ratio of 11.42 and a beta of 1.09.

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.