LMG Wealth Partners LLC Reduces Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

LMG Wealth Partners LLC cut its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 75,176 shares of the company’s stock after selling 376 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 3.2% of LMG Wealth Partners LLC’s investment portfolio, making the stock its 4th largest holding. LMG Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,898,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. World Investment Advisors LLC increased its holdings 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. Captrust Financial Advisors boosted its holdings in Vanguard Small-Cap Value ETF by 655.6% in the third 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 during the last quarter. Strategic Financial Concepts LLC grew its position in Vanguard Small-Cap Value ETF by 21,217.5% during the 4th quarter. Strategic Financial Concepts LLC now owns 1,034,964 shares of the company’s stock worth $205,109,000 after purchasing an additional 1,030,109 shares during the period. Life Planning Partners Inc raised its stake in shares of Vanguard Small-Cap Value ETF by 19,718.0% during the 4th quarter. Life Planning Partners Inc now owns 713,250 shares of the company’s stock valued at $141,352,000 after buying an additional 709,651 shares during the last quarter. Finally, Aspiriant LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after buying an additional 362,906 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.4 %

Shares of VBR opened at $203.84 on Thursday. The stock’s 50-day moving average price is $202.52 and its 200-day moving average price is $201.41. The company has a market capitalization of $30.79 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52 week low of $177.15 and a 52 week 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.