Vanguard Small-Cap Value ETF $VBR Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC lessened its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% during the first quarter, HoldingsChannel reports. The firm owned 339,227 shares of the company’s stock after selling 8,142 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 0.9% of Modera Wealth Management LLC’s investment portfolio, making the stock its 29th largest holding. Modera Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $73,697,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Valpey Financial Services LLC grew its position in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after purchasing an additional 4,249,980 shares during the period. Bank of America Corp DE lifted its position in Vanguard Small-Cap Value ETF by 3.6% during the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after buying an additional 560,544 shares during the period. Align Financial LLC purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth about $97,410,000. Focus Partners Wealth lifted its position in Vanguard Small-Cap Value ETF by 53.8% during the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after buying an additional 297,074 shares during the period. Finally, Corient Private Wealth LLC boosted its stake in Vanguard Small-Cap Value ETF by 128.8% in the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after buying an additional 284,655 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $244.12 on Friday. Vanguard Small-Cap Value ETF has a 12 month low of $193.00 and a 12 month high of $246.87. The business has a 50-day moving average of $237.48 and a two-hundred day moving average of $229.01. The stock has a market capitalization of $37.06 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.

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.