Schwallier Wealth Management LLC cut its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,846 shares of the company’s stock after selling 298 shares during the period. Vanguard Small-Cap Value ETF accounts for 0.9% of Schwallier Wealth Management LLC’s portfolio, making the stock its 14th biggest position. Schwallier Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,159,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Armbruster Capital Management Inc. boosted its stake in Vanguard Small-Cap Value ETF by 1.3% in the 4th quarter. Armbruster Capital Management Inc. now owns 3,965 shares of the company’s stock worth $786,000 after purchasing an additional 49 shares during the period. Apollon Financial LLC increased its holdings in Vanguard Small-Cap Value ETF by 1.9% during the fourth quarter. Apollon Financial LLC now owns 2,724 shares of the company’s stock valued at $540,000 after buying an additional 50 shares during the period. One Day In July LLC grew its holdings in Vanguard Small-Cap Value ETF by 1.1% in the fourth quarter. One Day In July LLC now owns 4,450 shares of the company’s stock worth $882,000 after purchasing an additional 50 shares during the last quarter. Franklin Resources Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 1.4% in the fourth quarter. Franklin Resources Inc. now owns 3,565 shares of the company’s stock worth $707,000 after buying an additional 50 shares during the last quarter. Finally, Pinnacle Bancorp Inc. raised its holdings in shares of 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 worth $422,000 after purchasing an additional 51 shares during the last quarter.
Vanguard Small-Cap Value ETF Stock Performance
NYSEARCA:VBR opened at $179.91 on Tuesday. The company has a fifty day moving average of $183.77 and a two-hundred day moving average of $197.60. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $219.01. The stock has a market capitalization of $96.26 billion, a PE ratio of 14.47 and a beta of 1.05.
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.
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