Windward Private Wealth Management Inc. Lowers Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Windward Private Wealth Management Inc. trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 9,481 shares of the company’s stock after selling 224 shares during the period. Vanguard Small-Cap Value ETF comprises 0.7% of Windward Private Wealth Management Inc.’s investment portfolio, making the stock its 19th largest position. Windward Private Wealth Management Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,879,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in VBR. Sunbelt Securities Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at $25,000. Teachers Insurance & Annuity Association of America purchased a new position in Vanguard Small-Cap Value ETF during the 3rd quarter valued at about $26,000. FSA Wealth Management LLC bought a new stake in Vanguard Small-Cap Value ETF during the third quarter worth about $28,000. Eastern Bank bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth about $32,000. Finally, Planning Capital Management Corp purchased a new stake in Vanguard Small-Cap Value ETF in the third quarter worth about $34,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $203.49 on Friday. The firm has a 50 day moving average price of $203.34 and a 200-day moving average price of $201.09. Vanguard Small-Cap Value ETF has a 52-week low of $176.16 and a 52-week high of $219.01. The firm has a market capitalization of $30.74 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.