Physician Wealth Advisors Inc. Trims Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Physician Wealth Advisors Inc. lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 5,401 shares of the company’s stock after selling 69 shares during the period. Physician Wealth Advisors Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,070,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Team Hewins LLC acquired a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth $450,000. Wealth Management Nebraska acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $510,000. JPMorgan Chase & Co. increased its stake in shares of Vanguard Small-Cap Value ETF by 8.1% during the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock worth $118,140,000 after buying an additional 44,114 shares during the period. Compass Capital Corp MA ADV acquired a new stake in Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $870,000. Finally, Fisher Asset Management LLC purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $218,000.

Vanguard Small-Cap Value ETF Trading Down 1.8 %

Shares of VBR stock opened at $185.58 on Friday. The firm has a fifty day moving average price of $197.57 and a 200 day moving average price of $201.38. Vanguard Small-Cap Value ETF has a 12 month low of $177.15 and a 12 month high of $219.01. The company has a market cap of $99.30 billion, a P/E ratio of 15.39 and a beta of 1.16.

Vanguard Small-Cap Value ETF Increases Dividend

The business also recently declared a dividend, which will be paid on Monday, March 31st. Investors of record on Thursday, March 27th will be given a $1.2422 dividend. The ex-dividend date is Thursday, March 27th. This is a boost from Vanguard Small-Cap Value ETF’s previous dividend of $1.02.

Vanguard Small-Cap Value ETF 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.