Martel Wealth Advisors Inc Sells 719 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Martel Wealth Advisors Inc decreased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,288 shares of the company’s stock after selling 719 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 0.7% of Martel Wealth Advisors Inc’s investment portfolio, making the stock its 18th largest position. Martel Wealth Advisors Inc’s holdings in Vanguard Small-Cap Value ETF were worth $3,822,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the business. Centennial Bank AR increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.8% in the 3rd quarter. Centennial Bank AR now owns 2,800 shares of the company’s stock worth $562,000 after buying an additional 50 shares during the last quarter. Forum Financial Management LP increased its stake in Vanguard Small-Cap Value ETF by 0.4% during the third quarter. Forum Financial Management LP now owns 14,311 shares of the company’s stock worth $2,873,000 after acquiring an additional 51 shares during the last quarter. Verdence Capital Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 1.9% during the third quarter. Verdence Capital Advisors LLC now owns 2,717 shares of the company’s stock worth $546,000 after acquiring an additional 51 shares during the last quarter. Pinnacle Bancorp Inc. raised its position in Vanguard Small-Cap Value ETF by 2.5% during the fourth quarter. Pinnacle Bancorp Inc. now owns 2,127 shares of the company’s stock valued at $422,000 after purchasing an additional 51 shares during the period. Finally, Summit Wealth Partners LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 2.4% in the 3rd quarter. Summit Wealth Partners LLC now owns 2,189 shares of the company’s stock valued at $440,000 after purchasing an additional 52 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $204.61 on Tuesday. The business’s 50 day moving average price is $205.83 and its 200-day moving average price is $199.36. Vanguard Small-Cap Value ETF has a fifty-two week low of $171.81 and a fifty-two week high of $219.01. The company has a market cap of $30.91 billion, a P/E ratio of 11.42 and a beta of 1.09.

About Vanguard Small-Cap Value ETF

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.