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

CJM Wealth Advisers Ltd. cut its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,998 shares of the company’s stock after selling 735 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 0.9% of CJM Wealth Advisers Ltd.’s portfolio, making the stock its 12th largest position. CJM Wealth Advisers Ltd.’s holdings in Vanguard Small-Cap Value ETF were worth $2,576,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in VBR. World Investment Advisors LLC boosted its position in Vanguard Small-Cap Value ETF by 24,002.3% in the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after buying an additional 1,368,129 shares during the last quarter. Captrust Financial Advisors grew its stake in Vanguard Small-Cap Value ETF by 655.6% during 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. Retirement Investment Advisors Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $57,073,000. Assetmark Inc. increased its holdings in Vanguard Small-Cap Value ETF by 3.8% during the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after purchasing an additional 139,196 shares during the last quarter. Finally, Sanctuary Advisors LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at approximately $23,261,000.

Vanguard Small-Cap Value ETF Trading Down 0.0 %

VBR stock opened at $198.46 on Friday. The firm has a 50 day simple moving average of $206.66 and a 200-day simple moving average of $198.19. The company has a market capitalization of $29.98 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a twelve month low of $171.31 and a twelve month 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.