Inspirion Wealth Advisors LLC Sells 99,504 Shares of Vanguard Small-Cap Value ETF $VBR

Inspirion Wealth Advisors LLC reduced its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 44.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,858 shares of the company’s stock after selling 99,504 shares during the quarter. Vanguard Small-Cap Value ETF makes up 3.2% of Inspirion Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. Inspirion Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $26,444,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VBR. Osaic Holdings Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 67.1% in the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock valued at $156,323,000 after purchasing an additional 326,129 shares in the last quarter. Corient Private Wealth LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 128.8% during the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after purchasing an additional 284,655 shares in the last quarter. Bank of America Corp DE increased its stake in shares of Vanguard Small-Cap Value ETF by 1.4% during the 3rd quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after purchasing an additional 209,142 shares in the last quarter. World Investment Advisors raised its position in shares of Vanguard Small-Cap Value ETF by 1,650.1% during the 3rd quarter. World Investment Advisors now owns 131,710 shares of the company’s stock worth $27,489,000 after purchasing an additional 124,184 shares during the last quarter. Finally, Balance Wealth LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 3rd quarter worth approximately $20,957,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $212.17 on Monday. The stock’s 50 day moving average price is $225.36 and its 200 day moving average price is $215.51. The firm has a market cap of $32.27 billion, a P/E ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $235.48.

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. 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.