Avidian Wealth Enterprises LLC Sells 616 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Avidian Wealth Enterprises LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 27,011 shares of the company’s stock after selling 616 shares during the period. Avidian Wealth Enterprises LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,423,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Webster Bank N. A. boosted its stake in Vanguard Small-Cap Value ETF by 153.5% during the second quarter. Webster Bank N. A. now owns 180 shares of the company’s stock worth $33,000 after acquiring an additional 109 shares in the last quarter. Motco purchased a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $36,000. Exchange Traded Concepts LLC bought a new position in Vanguard Small-Cap Value ETF during the 3rd quarter valued at approximately $42,000. Family Asset Management LLC purchased a new position in Vanguard Small-Cap Value ETF during the second quarter valued at $46,000. Finally, Abound Wealth Management boosted its holdings in Vanguard Small-Cap Value ETF by 28.2% in the second quarter. Abound Wealth Management now owns 282 shares of the company’s stock worth $51,000 after acquiring an additional 62 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR opened at $202.43 on Wednesday. The business has a fifty day moving average price of $198.49 and a 200-day moving average price of $191.13. The company has a market capitalization of $30.58 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1-year low of $154.40 and a 1-year high of $205.42.

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.