Global Retirement Partners LLC Raises Position in Vanguard Small-Cap Value ETF (VBR)

Share on StockTwits

Global Retirement Partners LLC increased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 105.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,646 shares of the company’s stock after purchasing an additional 846 shares during the period. Global Retirement Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $229,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Lincoln National Corp boosted its stake in shares of Vanguard Small-Cap Value ETF by 2.1% during the second quarter. Lincoln National Corp now owns 132,027 shares of the company’s stock valued at $17,929,000 after purchasing an additional 2,759 shares during the period. Stock Yards Bank & Trust Co. purchased a new stake in Vanguard Small-Cap Value ETF in the third quarter worth about $201,000. Symmetry Partners LLC lifted its stake in Vanguard Small-Cap Value ETF by 1.7% in the second quarter. Symmetry Partners LLC now owns 146,467 shares of the company’s stock worth $19,889,000 after acquiring an additional 2,429 shares during the period. Jones Financial Companies Lllp lifted its stake in Vanguard Small-Cap Value ETF by 6.7% in the second quarter. Jones Financial Companies Lllp now owns 8,356,642 shares of the company’s stock worth $1,135,082,000 after acquiring an additional 521,304 shares during the period. Finally, Janney Montgomery Scott LLC lifted its stake in Vanguard Small-Cap Value ETF by 8.8% in the second quarter. Janney Montgomery Scott LLC now owns 99,334 shares of the company’s stock worth $13,489,000 after acquiring an additional 8,046 shares during the period.

Shares of VBR stock traded down $1.42 during mid-day trading on Friday, hitting $130.57. 306,597 shares of the stock traded hands, compared to its average volume of 286,370. Vanguard Small-Cap Value ETF has a 52-week low of $122.57 and a 52-week high of $143.52.

COPYRIGHT VIOLATION NOTICE: “Global Retirement Partners LLC Raises Position in Vanguard Small-Cap Value ETF (VBR)” was posted by Equities Focus and is owned by of Equities Focus. If you are viewing this report on another publication, it was illegally stolen and republished in violation of United States & international copyright laws. The original version of this report can be viewed at https://www.equitiesfocus.com/2018/11/10/global-retirement-partners-llc-grows-holdings-in-vanguard-small-cap-value-etf-vbr.html.

Vanguard Small-Cap Value ETF Company 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.

Featured Article: How to Invest in an Index Fund

Institutional Ownership by Quarter for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Receive News & Ratings for Vanguard Small-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Small-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply