Traveka Wealth LLC Reduces Holdings in Vanguard Small-Cap Value ETF $VBR

Traveka Wealth LLC cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.5% during the first quarter, HoldingsChannel.com reports. The fund owned 68,962 shares of the company’s stock after selling 3,234 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 5.7% of Traveka Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Traveka Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,982,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Hazlett Burt & Watson Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 4.1% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock valued at $254,000 after purchasing an additional 47 shares during the period. Horizon Investment Services LLC increased its holdings in Vanguard Small-Cap Value ETF by 3.3% during the 4th quarter. Horizon Investment Services LLC now owns 1,470 shares of the company’s stock worth $311,000 after purchasing an additional 47 shares during the period. Echo45 Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 0.3% during the 1st quarter. Echo45 Advisors LLC now owns 17,686 shares of the company’s stock valued at $3,842,000 after purchasing an additional 47 shares in the last quarter. Columbia Asset Management raised its position in Vanguard Small-Cap Value ETF by 3.3% during the 4th quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock valued at $333,000 after purchasing an additional 50 shares in the last quarter. Finally, Barnes Pettey Financial Advisors LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 2.5% in the 4th quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock worth $432,000 after buying an additional 50 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 0.1%

Shares of VBR stock opened at $242.77 on Friday. Vanguard Small-Cap Value ETF has a twelve month low of $193.00 and a twelve month high of $244.30. The stock has a fifty day simple moving average of $234.23 and a two-hundred day simple moving average of $226.10. The stock has a market capitalization of $36.40 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.

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.