Rialto Wealth Management LLC Decreases Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Rialto Wealth Management LLC reduced its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 11.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,449 shares of the company’s stock after selling 2,168 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 0.9% of Rialto Wealth Management LLC’s investment portfolio, making the stock its 27th biggest position. Rialto Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,433,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Calton & Associates Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 58.8% during the 3rd quarter. Calton & Associates Inc. now owns 2,398 shares of the company’s stock valued at $500,000 after acquiring an additional 888 shares during the period. PNC Financial Services Group Inc. boosted its stake in shares of Vanguard Small-Cap Value ETF by 5.5% during the third quarter. PNC Financial Services Group Inc. now owns 823,826 shares of the company’s stock valued at $171,941,000 after purchasing an additional 43,288 shares during the period. Uhlmann Price Securities LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 16.4% in the third quarter. Uhlmann Price Securities LLC now owns 1,588 shares of the company’s stock worth $332,000 after purchasing an additional 224 shares during the last quarter. Balboa Wealth Partners increased its stake in Vanguard Small-Cap Value ETF by 5.5% in the 3rd quarter. Balboa Wealth Partners now owns 1,238 shares of the company’s stock worth $258,000 after buying an additional 65 shares during the period. Finally, CENTRAL TRUST Co lifted its holdings in Vanguard Small-Cap Value ETF by 33.6% during the 3rd quarter. CENTRAL TRUST Co now owns 19,676 shares of the company’s stock valued at $4,107,000 after buying an additional 4,945 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $231.31 on Monday. The stock has a market cap of $35.18 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The firm has a 50-day moving average of $220.87 and a two-hundred day moving average of $211.83. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $235.48.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.