CJM Wealth Advisers Ltd. Cuts Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

CJM Wealth Advisers Ltd. reduced its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,733 shares of the company’s stock after selling 234 shares during the quarter. Vanguard Small-Cap Value ETF makes up 0.9% of CJM Wealth Advisers Ltd.’s holdings, making the stock its 12th largest position. CJM Wealth Advisers Ltd.’s holdings in Vanguard Small-Cap Value ETF were worth $2,757,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in VBR. SWAN Capital LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 18.2% during the 4th quarter. SWAN Capital LLC now owns 47,741 shares of the company’s stock worth $8,592,000 after acquiring an additional 7,345 shares in the last quarter. Coastwise Capital Group LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at $220,000. American Trust boosted its position in shares of Vanguard Small-Cap Value ETF by 44.1% in the 4th quarter. American Trust now owns 3,408 shares of the company’s stock worth $613,000 after purchasing an additional 1,043 shares in the last quarter. Morningstar Investment Services LLC increased its position in Vanguard Small-Cap Value ETF by 96.1% during the 4th quarter. Morningstar Investment Services LLC now owns 43,193 shares of the company’s stock valued at $7,859,000 after buying an additional 21,164 shares in the last quarter. Finally, CWM LLC raised its stake in Vanguard Small-Cap Value ETF by 1.8% in the first quarter. CWM LLC now owns 46,944 shares of the company’s stock valued at $9,008,000 after buying an additional 848 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock opened at $197.36 on Friday. The firm has a market capitalization of $29.81 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a fifty-two week low of $148.75 and a fifty-two week high of $202.15. The stock’s 50-day simple moving average is $194.23 and its 200-day simple moving average is $188.66.

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.