Vanguard Small-Cap Value ETF (VBR) Stake Lowered by West Branch Capital LLC

West Branch Capital LLC lessened its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 17,392 shares of the company’s stock after selling 820 shares during the period. Vanguard Small-Cap Value ETF accounts for 2.0% of West Branch Capital LLC’s holdings, making the stock its 15th biggest holding. West Branch Capital LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,239,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the company. JPMorgan Chase & Co. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 8.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 229,887 shares of the company’s stock worth $32,036,000 after purchasing an additional 18,700 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.7% in the 3rd quarter. Vanguard Group Inc. now owns 44,488 shares of the company’s stock worth $6,200,000 after acquiring an additional 736 shares during the last quarter. Belpointe Asset Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 3rd quarter worth $291,000. Great Lakes Advisors LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 3rd quarter worth $262,000. Finally, Vanguard Group Inc grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.7% in the 3rd quarter. Vanguard Group Inc now owns 44,488 shares of the company’s stock worth $6,200,000 after acquiring an additional 736 shares during the last quarter.

Shares of NYSEARCA VBR traded up $0.63 during mid-day trading on Friday, reaching $126.95. The company had a trading volume of 4,393 shares, compared to its average volume of 297,741. Vanguard Small-Cap Value ETF has a 1-year low of $107.57 and a 1-year high of $143.52.

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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.

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Institutional Ownership by Quarter for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

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