Opes Wealth Management LLC Trims Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Opes Wealth Management LLC trimmed its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 20.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,457 shares of the company’s stock after selling 370 shares during the period. Opes Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $262,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of VBR. Echo45 Advisors LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 11.5% in the fourth quarter. Echo45 Advisors LLC now owns 15,486 shares of the company’s stock worth $2,787,000 after purchasing an additional 1,603 shares during the last quarter. Sterling Financial Planning Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% in the fourth quarter. Sterling Financial Planning Inc. now owns 13,052 shares of the company’s stock worth $2,349,000 after purchasing an additional 187 shares during the last quarter. Fonville Wealth Management LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $204,000. Mokosak Advisory Group LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 2.4% in the fourth quarter. Mokosak Advisory Group LLC now owns 263,688 shares of the company’s stock worth $47,455,000 after purchasing an additional 6,224 shares during the last quarter. Finally, Western Wealth Management LLC grew its position in Vanguard Small-Cap Value ETF by 3.9% in the fourth quarter. Western Wealth Management LLC now owns 3,034 shares of the company’s stock worth $546,000 after acquiring an additional 115 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.1 %

VBR traded up $0.15 on Thursday, hitting $177.80. The company had a trading volume of 316,252 shares, compared to its average volume of 575,200. The company has a market cap of $26.86 billion, a PE ratio of 11.50 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12-month low of $148.75 and a 12-month high of $192.44. The business’s fifty day simple moving average is $183.97 and its 200 day simple moving average is $173.20.

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.