Essex Financial Services Inc. Has $3.10 Million Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Essex Financial Services Inc. trimmed its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,206 shares of the company’s stock after selling 1,609 shares during the quarter. Essex Financial Services Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $3,097,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Integrated Wealth Concepts LLC grew its stake in Vanguard Small-Cap Value ETF by 9.3% during the third quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock worth $2,196,000 after purchasing an additional 1,170 shares during the period. Retirement Investment Advisors Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 57.8% in the third quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock valued at $70,430,000 after purchasing an additional 161,791 shares in the last quarter. White Wing Wealth Management purchased a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at $3,584,000. RWA Wealth Partners LLC lifted its stake in Vanguard Small-Cap Value ETF by 3.1% during the 4th quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock valued at $64,866,000 after acquiring an additional 10,762 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 24.3% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock worth $405,000 after acquiring an additional 440 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.2 %

Shares of VBR traded up $0.42 during trading hours on Wednesday, reaching $180.78. 364,460 shares of the stock traded hands, compared to its average volume of 557,040. The company has a market cap of $27.31 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The stock has a fifty day simple moving average of $184.38 and a 200 day simple moving average of $174.90. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44.

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.