SlateStone Wealth LLC Sells 3,501 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

SlateStone Wealth LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 24.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,609 shares of the company’s stock after selling 3,501 shares during the period. SlateStone Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,976,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Assetmark Inc. raised its stake in Vanguard Small-Cap Value ETF by 4.4% in the 1st quarter. Assetmark Inc. now owns 4,174,765 shares of the company’s stock valued at $777,717,000 after acquiring an additional 176,559 shares during the period. Wells Fargo & Company MN raised its stake in Vanguard Small-Cap Value ETF by 10.8% in the 4th quarter. Wells Fargo & Company MN now owns 1,781,230 shares of the company’s stock valued at $353,004,000 after acquiring an additional 173,385 shares during the period. Captrust Financial Advisors raised its stake in Vanguard Small-Cap Value ETF by 9.4% in the 4th quarter. Captrust Financial Advisors now owns 1,693,990 shares of the company’s stock valued at $335,715,000 after acquiring an additional 145,622 shares during the period. Aspiriant LLC raised its stake in Vanguard Small-Cap Value ETF by 25.9% in the 1st quarter. Aspiriant LLC now owns 1,541,432 shares of the company’s stock valued at $287,152,000 after acquiring an additional 317,301 shares during the period. Finally, LPL Financial LLC raised its stake in Vanguard Small-Cap Value ETF by 7.9% in the 1st quarter. LPL Financial LLC now owns 1,389,827 shares of the company’s stock valued at $258,911,000 after acquiring an additional 101,988 shares during the period.

Vanguard Small-Cap Value ETF Trading Down 0.2%

VBR opened at $202.00 on Wednesday. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $219.01. The stock’s fifty day simple moving average is $195.23 and its 200 day simple moving average is $192.10. The stock has a market cap of $30.41 billion, a PE ratio of 14.99 and a beta of 1.15.

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.