Bartlett & CO. Wealth Management LLC Cuts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Bartlett & CO. Wealth Management LLC lessened its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 75,701 shares of the company’s stock after selling 649 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $15,199,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in VBR. Fisher Asset Management LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $487,000. SignalPoint Asset Management LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 5.0% in the first quarter. SignalPoint Asset Management LLC now owns 2,169 shares of the company’s stock valued at $416,000 after purchasing an additional 103 shares during the period. &PARTNERS boosted its stake in shares of Vanguard Small-Cap Value ETF by 96.9% in the first quarter. &PARTNERS now owns 3,641 shares of the company’s stock valued at $699,000 after purchasing an additional 1,792 shares during the period. Opal Wealth Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 5.9% in the first quarter. Opal Wealth Advisors LLC now owns 103,907 shares of the company’s stock valued at $19,938,000 after purchasing an additional 5,781 shares during the period. Finally, City Holding Co. boosted its stake in shares of Vanguard Small-Cap Value ETF by 17.0% in the first quarter. City Holding Co. now owns 4,317 shares of the company’s stock valued at $828,000 after purchasing an additional 626 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $205.05 on Friday. The firm has a 50 day simple moving average of $196.56 and a 200-day simple moving average of $189.63. Vanguard Small-Cap Value ETF has a one year low of $148.75 and a one year high of $205.42. The firm has a market cap of $30.97 billion, a price-to-earnings 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.