Diversified Trust Co Invests $232,000 in Vanguard Small-Cap Value ETF

Diversified Trust Co has made a significant move by acquiring a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the third quarter of the year. This information was disclosed in the company’s latest Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,154 shares of the ETF, which is valued at approximately $232,000.

Additionally, other institutional investors and hedge funds are also actively adjusting their positions in the Vanguard Small-Cap Value ETF. For instance, Envestnet Asset Management Inc. increased its stake by 0.7% in the second quarter, now owning 2,188,628 shares worth around $399.47 million after acquiring an additional 15,238 shares. Similarly, Mather Group LLC boosted its investment in the ETF by 1.0%, bringing its total holdings to 1,452,121 shares valued at about $278.63 million after buying another 14,596 shares.

Moreover, Sei Investments Co. expanded its holdings by 5.5% in the second quarter, accumulating 1,336,004 shares worth approximately $243.87 million after purchasing an additional 69,169 shares. Essex Financial Services Inc. made a considerable increase, raising its position by an astounding 6,841.9%, now owning 1,220,868 shares valued at $222.83 million following a significant purchase of 1,203,281 shares. Lastly, LPL Financial LLC increased its stake by 1.5%, owning 1,150,361 shares worth around $209.96 million after buying 17,226 additional shares.

Performance Overview of Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF has been performing actively in the market. As of the latest trading session, shares opened at $200.84. Over the past year, the ETF has reached a low of $148.75 and a high of $202.15. The 50-day moving average price stands at $194.41, and the 200-day moving average is at $189.07. With a market capitalization of $30.34 billion, the ETF has a price-to-earnings ratio of 11.42 and a beta of 1.09, indicating it carries a moderate risk relative to the overall market.

About Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF, also known as the Fund, is an exchange-traded fund that operates under a passive management or indexing strategy. The main objective of the ETF is to track the performance of the MSCI US Small Cap Value Index, which comprises a diversified array of value stocks from smaller companies in the United States.

Further Insights

For those interested in exploring more about the Vanguard Small-Cap Value ETF and similar investment opportunities, there are various resources available that analyze market trends, potential gains, and stock recommendations. Keeping an eye on how institutional investors are positioning themselves can offer valuable insights for making informed investment decisions.

Investment, ETF, Stocks