Pasadena Private Wealth LLC Decreases Position in Vanguard Small-Cap Value ETF $VBR

Pasadena Private Wealth LLC reduced its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 14.5% during the first quarter, HoldingsChannel reports. The firm owned 101,570 shares of the company’s stock after selling 17,181 shares during the period. Vanguard Small-Cap Value ETF comprises about 3.1% of Pasadena Private Wealth LLC’s portfolio, making the stock its 7th biggest holding. Pasadena Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $22,066,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also bought and sold shares of the company. Wetzel Investment Advisors Inc. purchased a new position in Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $250,000. Patriot Financial Group Insurance Agency LLC raised its position in shares of Vanguard Small-Cap Value ETF by 115.4% during the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 3,416 shares of the company’s stock valued at $742,000 after buying an additional 1,830 shares in the last quarter. Janney Montgomery Scott LLC raised its position in shares of Vanguard Small-Cap Value ETF by 6.3% during the 1st quarter. Janney Montgomery Scott LLC now owns 54,998 shares of the company’s stock valued at $11,948,000 after buying an additional 3,251 shares in the last quarter. BKM Wealth Management LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 5.9% during the 1st quarter. BKM Wealth Management LLC now owns 6,688 shares of the company’s stock worth $1,453,000 after acquiring an additional 371 shares during the last quarter. Finally, Trilogy Capital Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 12.2% during the 1st quarter. Trilogy Capital Inc. now owns 7,429 shares of the company’s stock worth $1,614,000 after acquiring an additional 808 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $242.77 on Monday. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $244.30. The firm has a fifty day moving average of $234.23 and a 200 day moving average of $226.21. The firm has a market capitalization of $36.40 billion, a PE ratio of 14.99 and a beta of 0.96.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.