LRI Investments LLC Reduces Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

LRI Investments LLC decreased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 28.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 918 shares of the company’s stock after selling 372 shares during the quarter. LRI Investments LLC’s holdings in Vanguard Small-Cap Value ETF were worth $171,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of VBR. ORG Partners LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 3,180.0% during the 1st quarter. ORG Partners LLC now owns 164 shares of the company’s stock valued at $31,000 after acquiring an additional 159 shares during the last quarter. Wayfinding Financial LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 1st quarter valued at about $35,000. Millstone Evans Group LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $37,000. Pinney & Scofield Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $38,000. Finally, Park Square Financial Group LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $38,000.

Vanguard Small-Cap Value ETF Trading Up 0.3%

Shares of VBR stock opened at $201.70 on Tuesday. The company’s 50-day moving average price is $192.70 and its 200-day moving average price is $191.81. The stock has a market cap of $30.37 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve 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.