Lido Advisors LLC Sells 5,458 Shares of Vanguard Small-Cap Value ETF $VBR

Lido Advisors LLC decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 23.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,784 shares of the company’s stock after selling 5,458 shares during the quarter. Lido Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,864,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Monograph Wealth Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 4.4% during the first quarter. Monograph Wealth Advisors LLC now owns 29,245 shares of the company’s stock valued at $6,353,000 after purchasing an additional 1,229 shares in the last quarter. Cetera Investment Advisers increased its stake in shares of Vanguard Small-Cap Value ETF by 2.8% in the first quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock valued at $253,064,000 after buying an additional 31,607 shares during the period. American Investment Services Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 0.5% in the first quarter. American Investment Services Inc. now owns 30,794 shares of the company’s stock valued at $6,690,000 after buying an additional 152 shares during the period. Aureus Asset Management LLC bought a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at approximately $357,000. Finally, First Trust Advisors LP raised its holdings in Vanguard Small-Cap Value ETF by 1,899.6% in the 1st quarter. First Trust Advisors LP now owns 40,612 shares of the company’s stock valued at $8,823,000 after buying an additional 38,581 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $244.24 on Friday. The firm has a market cap of $37.08 billion, a PE ratio of 14.99 and a beta of 0.96. The firm’s fifty day moving average is $238.77 and its 200-day moving average is $230.05. Vanguard Small-Cap Value ETF has a 52 week low of $193.00 and a 52 week high of $246.87.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.