Bfsg LLC Reduces Holdings in Vanguard Small-Cap Value ETF

Bfsg LLC has reduced its stake in the Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.9% during the third quarter, as noted in their latest Form 13F filing with the SEC. After selling 50 shares in the quarter, Bfsg LLC now holds 579 shares of the ETF, which had a valuation of approximately $116,000 at the end of the reporting period.

In addition to Bfsg LLC, several other institutional investors have either increased or decreased their investments in the Vanguard Small-Cap Value ETF. For instance, Cascade Wealth Advisors Inc. entered a new investment in the ETF during the first quarter, acquiring shares worth about $629,000. Allspring Global Investments Holdings LLC also boosted its holdings by 3.0% in the first quarter, now owning 4,368 shares valued at $838,000 after acquiring an additional 127 shares in the last quarter.

Moreover, Werba Rubin Papier Wealth Management raised its stake in the ETF by 16.8% in the second quarter, resulting in a total of 17,933 shares worth $3,273,000 following the purchase of 2,575 shares. Whittier Trust Co. of Nevada Inc. increased its investment by 38.6% in the first quarter, owning 3,122 shares valued at $599,000 after acquiring 870 shares. Lastly, Asset Management Group Inc. expanded its stake by 2.4% in the second quarter, now holding 142,037 shares valued at $25,925,000 after purchasing an additional 3,308 shares.

Performance Overview of Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF is currently trading at $205.05. The ETF has experienced a 52-week low of $148.75 and a high of $205.42. Its market capitalization stands at $30.97 billion, with a price-to-earnings ratio of 11.42 and a beta of 1.09. As for moving averages, the 50-day average price is approximately $196.56, while the 200-day average is around $189.63.

Understanding Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF is an exchange-traded fund part of the Vanguard Small-Cap Value Index Fund. It utilizes a passive management approach aimed at mirroring the performance of the MSCI US Small Cap Value Index, which includes a diverse set of value stocks from smaller companies in the United States.

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