Diversified Trust Co Makes New $232,000 Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Diversified Trust Co purchased a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,154 shares of the company’s stock, valued at approximately $232,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Envestnet Asset Management Inc. lifted its position in Vanguard Small-Cap Value ETF by 0.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 2,188,628 shares of the company’s stock worth $399,468,000 after buying an additional 15,238 shares during the last quarter. Mather Group LLC. boosted its stake in shares of Vanguard Small-Cap Value ETF by 1.0% in the 2nd quarter. Mather Group LLC. now owns 1,452,121 shares of the company’s stock valued at $278,633,000 after purchasing an additional 14,596 shares in the last quarter. Sei Investments Co. grew its holdings in shares of Vanguard Small-Cap Value ETF by 5.5% during the 2nd quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock valued at $243,866,000 after purchasing an additional 69,169 shares during the last quarter. Essex Financial Services Inc. raised its position in Vanguard Small-Cap Value ETF by 6,841.9% in the 2nd quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock worth $222,833,000 after purchasing an additional 1,203,281 shares during the period. Finally, LPL Financial LLC lifted its stake in Vanguard Small-Cap Value ETF by 1.5% in the second quarter. LPL Financial LLC now owns 1,150,361 shares of the company’s stock worth $209,964,000 after purchasing an additional 17,226 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $200.84 on Friday. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $202.15. The company’s 50 day moving average price is $194.41 and its 200-day moving average price is $189.07. The stock has a market capitalization of $30.34 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.