Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC reduced its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,528 shares of the company’s stock after selling 246 shares during the period. Octavia Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,096,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Assetmark Inc. increased its holdings in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after purchasing an additional 139,196 shares in the last quarter. Captrust Financial Advisors increased its holdings in Vanguard Small-Cap Value ETF by 655.6% in the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after purchasing an additional 1,343,457 shares in the last quarter. Axiom Advisory LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 7.6% during the third quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock valued at $279,093,000 after acquiring an additional 102,423 shares in the last quarter. World Investment Advisors LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 24,002.3% during the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after acquiring an additional 1,368,129 shares in the last quarter. Finally, LPL Financial LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 7.0% during the third quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock valued at $247,088,000 after acquiring an additional 80,279 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $207.75 on Wednesday. The business has a 50-day moving average of $205.83 and a 200-day moving average of $199.36. The company has a market capitalization of $31.38 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1-year low of $173.32 and a 1-year high of $219.01.

About Vanguard Small-Cap Value ETF

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.