Studio Investment Management LLC Has $18.24 Million Stake in Vanguard Small-Cap Value ETF $VBR

Studio Investment Management LLC decreased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 75,052 shares of the company’s stock after selling 5,424 shares during the quarter. Vanguard Small-Cap Value ETF comprises approximately 3.1% of Studio Investment Management LLC’s portfolio, making the stock its 6th biggest holding. Studio Investment Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $18,237,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in VBR. Valpey Financial Services LLC boosted its holdings 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 worth $904,364,000 after acquiring an additional 4,249,980 shares during the period. McMill Wealth Management raised its stake in shares of Vanguard Small-Cap Value ETF by 23,929.0% during the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock valued at $147,138,000 after purchasing an additional 603,011 shares during the period. Bank of America Corp DE raised its stake in shares of Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after purchasing an additional 560,544 shares during the period. Align Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter worth about $97,410,000. Finally, Focus Partners Wealth lifted its holdings in Vanguard Small-Cap Value ETF by 53.8% during the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after purchasing an additional 297,074 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $247.11 on Monday. The company has a market cap of $37.52 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52 week low of $198.76 and a 52 week high of $251.85. The business has a 50-day simple moving average of $245.91 and a two-hundred day simple moving average of $234.88.

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.