Rise Advisors LLC Decreases Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Rise Advisors LLC trimmed its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 64.4% during the fourth quarter, Holdings Channel reports. The fund owned 398 shares of the company’s stock after selling 719 shares during the period. Rise Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $79,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of VBR. Centennial Bank AR grew its holdings in Vanguard Small-Cap Value ETF by 1.8% during the third quarter. Centennial Bank AR now owns 2,800 shares of the company’s stock valued at $562,000 after purchasing an additional 50 shares during the period. Forum Financial Management LP grew its stake in shares of Vanguard Small-Cap Value ETF by 0.4% during the 3rd 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 period. Verdence Capital Advisors LLC increased its holdings in Vanguard Small-Cap Value ETF by 1.9% in the 3rd 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. Summit Wealth Partners LLC raised its stake in 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 acquiring an additional 52 shares during the period. Finally, Farmers & Merchants Investments Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 0.6% during the third quarter. Farmers & Merchants Investments Inc. now owns 9,530 shares of the company’s stock valued at $1,913,000 after purchasing an additional 53 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock traded down $0.55 during midday trading on Tuesday, reaching $198.91. 250,449 shares of the company’s stock traded hands, compared to its average volume of 912,674. The firm has a market capitalization of $30.05 billion, a PE ratio of 11.42 and a beta of 1.09. The company has a 50-day moving average price of $206.77 and a two-hundred day moving average price of $198.08. Vanguard Small-Cap Value ETF has a 52 week low of $171.31 and a 52 week high of $219.01.

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.