Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Stake Lessened by James Investment Research Inc.

James Investment Research Inc. cut its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,282 shares of the company’s stock after selling 652 shares during the period. James Investment Research Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $4,675,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Envestnet Asset Management Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 0.7% in the second quarter. Envestnet Asset Management Inc. now owns 2,188,628 shares of the company’s stock valued at $399,468,000 after acquiring an additional 15,238 shares in the last quarter. Axiom Advisory LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 7.6% in the third quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock valued at $279,093,000 after acquiring an additional 102,423 shares in the last quarter. Mather Group LLC. lifted its stake in Vanguard Small-Cap Value ETF by 1.0% during the second quarter. Mather Group LLC. now owns 1,452,121 shares of the company’s stock valued at $278,633,000 after purchasing an additional 14,596 shares during the last quarter. Sei Investments Co. lifted its stake in Vanguard Small-Cap Value ETF by 5.5% during the second quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock valued at $243,866,000 after purchasing an additional 69,169 shares during the last quarter. Finally, Essex Financial Services Inc. lifted its stake in Vanguard Small-Cap Value ETF by 6,841.9% during the second quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock valued at $222,833,000 after purchasing an additional 1,203,281 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $198.83 on Friday. Vanguard Small-Cap Value ETF has a 12 month low of $154.40 and a 12 month high of $205.42. The firm has a market cap of $30.03 billion, a PE ratio of 11.42 and a beta of 1.09. The firm has a 50 day simple moving average of $198.34 and a 200 day simple moving average of $190.64.

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.