EverSource Wealth Advisors LLC Sells 144 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

EverSource Wealth Advisors LLC lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.0% during the 1st quarter, Holdings Channel reports. The firm owned 14,161 shares of the company’s stock after selling 144 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,554,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of VBR. SWAN Capital LLC lifted its holdings in Vanguard Small-Cap Value ETF by 18.2% during the 4th quarter. SWAN Capital LLC now owns 47,741 shares of the company’s stock worth $8,592,000 after buying an additional 7,345 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter valued at about $277,000. White Wing Wealth Management acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $3,584,000. Cornerstone Advisory LLC increased its stake in Vanguard Small-Cap Value ETF by 3.3% during the fourth quarter. Cornerstone Advisory LLC now owns 30,457 shares of the company’s stock worth $5,481,000 after acquiring an additional 973 shares during the last quarter. Finally, RWA Wealth Partners LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 3.1% in the fourth quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock valued at $64,866,000 after buying an additional 10,762 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock traded down $5.81 during mid-day trading on Friday, reaching $188.16. 643,236 shares of the company were exchanged, compared to its average volume of 495,198. The business’s 50 day simple moving average is $186.70 and its 200 day simple moving average is $184.27. The company has a market capitalization of $28.42 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a fifty-two week low of $148.75 and a fifty-two week high of $201.31.

Vanguard Small-Cap Value ETF Company 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.