Aire Advisors LLC has reduced its stake in the Vanguard Small-Cap Value ETF (NYSEARCA: VBR) by 26.3% during the first quarter of this year. This reduction was disclosed in the firm’s recent filing with the Securities and Exchange Commission (SEC). After selling 1,630 shares, Aire Advisors now holds 4,562 shares valued at approximately $850,000 as of the end of the reporting period.
Several other institutional investors have also adjusted their positions in the Vanguard Small-Cap Value ETF. Notably, ORG Partners LLC significantly increased its holdings by an impressive 3,180.0% during the first quarter. Following this acquisition, ORG Partners now owns 164 shares worth about $31,000.
In addition, Millstone Evans Group LLC entered the market with a new stake in the ETF valued at around $37,000. Similarly, Park Square Financial Group LLC and Wayfinding Financial LLC have acquired new positions in the fourth quarter and first quarter, respectively, with values of approximately $38,000 and $35,000. Pinney & Scofield Inc. also purchased a new position in the fourth quarter, worth about $38,000.
Current Trading Status and Market Performance
As of Monday, shares of the Vanguard Small-Cap Value ETF opened at $200.50. The ETF’s 50-day moving average price is $193.92, while its 200-day moving average stands at $191.85. The ETF boasts a market capitalization of $30.22 billion, a price-to-earnings (P/E) ratio of 14.99, and a beta of 1.15. Over the past year, the ETF has experienced fluctuations, reaching a low of $160.23 and a high of $219.01.
Understanding the Vanguard Small-Cap Value ETF
The Vanguard Small-Cap Value ETF is an exchange-traded fund that operates as a share class of the Vanguard Small-Cap Value Index Fund. This fund employs a passive management strategy designed to track the performance of the MSCI US Small Cap Value Index, which represents a diversified collection of value stocks from smaller U.S. companies.
For those interested in the latest institutional holdings and insider trades related to the Vanguard Small-Cap Value ETF, resources such as HoldingsChannel.com provide comprehensive insights into the ETF’s investors and their activities.
With ongoing shifts in institutional investment, the Vanguard Small-Cap Value ETF continues to attract attention from various investment firms, reflecting its significance in the small-cap sector.
