Cliftonlarsonallen Wealth Advisors LLC Lowers Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cliftonlarsonallen Wealth Advisors LLC reduced its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,750 shares of the company’s stock after selling 244 shares during the period. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,130,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. World Investment Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 24,002.3% during the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after purchasing an additional 1,368,129 shares in the last quarter. Captrust Financial Advisors increased its position in shares of Vanguard Small-Cap Value ETF by 655.6% during the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after acquiring an additional 1,343,457 shares in the last quarter. Retirement Investment Advisors Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF during the second quarter valued at approximately $57,073,000. Assetmark Inc. raised its holdings in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after acquiring an additional 139,196 shares during the last quarter. Finally, Christopher J. Hasenberg Inc bought a new position in Vanguard Small-Cap Value ETF in the 4th quarter valued at approximately $25,917,000.

Vanguard Small-Cap Value ETF Trading Up 1.8 %

VBR traded up $3.61 during trading on Wednesday, hitting $203.38. 25,911 shares of the company’s stock traded hands, compared to its average volume of 617,551. The stock has a market capitalization of $30.72 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The company’s 50 day simple moving average is $206.48 and its two-hundred day simple moving average is $198.72. Vanguard Small-Cap Value ETF has a 12-month low of $171.31 and a 12-month high of $219.01.

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.