Evolution Wealth Advisors LLC Has $1.20 Million Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Evolution Wealth Advisors LLC cut its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 25.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 5,975 shares of the company’s stock after selling 2,085 shares during the quarter. Evolution Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,200,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in VBR. Diversified Portfolios Inc. boosted its stake in shares of Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after purchasing an additional 200 shares during the last quarter. Werba Rubin Papier Wealth Management grew its holdings in Vanguard Small-Cap Value ETF by 16.8% during the 2nd quarter. Werba Rubin Papier Wealth Management now owns 17,933 shares of the company’s stock worth $3,273,000 after acquiring an additional 2,575 shares during the period. Asset Management Group Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF by 2.4% in the 2nd quarter. Asset Management Group Inc. now owns 142,037 shares of the company’s stock valued at $25,925,000 after purchasing an additional 3,308 shares during the period. Parsons Capital Management Inc. RI boosted its position in shares of Vanguard Small-Cap Value ETF by 5.5% during the 2nd quarter. Parsons Capital Management Inc. RI now owns 6,809 shares of the company’s stock valued at $1,243,000 after purchasing an additional 354 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. grew its stake in Vanguard Small-Cap Value ETF by 15.7% during the first quarter. B. Riley Wealth Advisors Inc. now owns 39,914 shares of the company’s stock worth $7,659,000 after purchasing an additional 5,402 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $207.03 on Friday. The firm has a market cap of $31.27 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52-week low of $161.23 and a 52-week high of $214.96. The business’s 50 day moving average price is $200.64 and its two-hundred day moving average price is $192.41.

Vanguard Small-Cap Value ETF Company 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.