Modera Wealth Management LLC Has $63.41 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
by Danessa Lincoln · The Markets DailyModera Wealth Management LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 315,793 shares of the company’s stock after selling 1,477 shares during the period. Modera Wealth Management LLC owned approximately 0.21% of Vanguard Small-Cap Value ETF worth $63,405,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 3.0% during the first quarter. Allspring Global Investments Holdings LLC now owns 4,368 shares of the company’s stock worth $838,000 after buying an additional 127 shares in the last quarter. Werba Rubin Papier Wealth Management raised its stake in Vanguard Small-Cap Value ETF by 16.8% in the 2nd quarter. Werba Rubin Papier Wealth Management now owns 17,933 shares of the company’s stock worth $3,273,000 after purchasing an additional 2,575 shares in the last quarter. Whittier Trust Co. of Nevada Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 38.6% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 3,122 shares of the company’s stock valued at $599,000 after purchasing an additional 870 shares during the period. Asset Management Group Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 2.4% during the 2nd quarter. Asset Management Group Inc. now owns 142,037 shares of the company’s stock worth $25,925,000 after purchasing an additional 3,308 shares in the last quarter. Finally, Oppenheimer & Co. Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 4.3% during the first quarter. Oppenheimer & Co. Inc. now owns 5,254 shares of the company’s stock worth $1,008,000 after purchasing an additional 215 shares during the period.
Vanguard Small-Cap Value ETF Trading Down 0.8 %
Shares of VBR stock opened at $198.82 on Friday. The stock has a market cap of $30.03 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1 year low of $148.75 and a 1 year high of $205.42. The stock has a 50 day simple moving average of $197.71 and a 200 day simple moving average of $190.08.
About Vanguard Small-Cap Value ETF
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.
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