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

Diversified Trust Co has made a notable investment in the Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the third quarter of the year. According to their latest Form 13F filing with the Securities and Exchange Commission, the company acquired 1,154 shares of this ETF for a total value of approximately $232,000.

Alongside Diversified Trust Co, several other institutional investors and hedge funds have also adjusted their holdings in the Vanguard Small-Cap Value ETF recently. For instance, Envestnet Asset Management Inc. increased its stake by 0.7% in the second quarter, now possessing 2,188,628 shares valued at $399,468,000. This follows an acquisition of an additional 15,238 shares over the last quarter.

Similarly, Mather Group LLC boosted its position in the ETF by 1.0% during the second quarter. They now hold 1,452,121 shares, which are valued at $278,633,000 following an increase of 14,596 shares in the last quarter. Sei Investments Co. also expanded its holdings by 5.5% during the same quarter, now owning 1,336,004 shares worth $243,866,000 after purchasing 69,169 shares recently.

Essex Financial Services Inc. significantly raised its stake by 6,841.9% in the second quarter, accumulating 1,220,868 shares valued at $222,833,000 after an acquisition of 1,203,281 shares during that period. Lastly, LPL Financial LLC increased its position by 1.5% in the second quarter, now owning 1,150,361 shares worth $209,964,000 after purchasing 17,226 additional shares.

Performance Overview of Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF stock opened at $200.84 this past Friday. Over the last year, the ETF has seen a low of $148.75 and a high of $202.15. The stock's 50-day moving average stands at $194.41, while its 200-day moving average is $189.07. The ETF currently has a market capitalization of approximately $30.34 billion, a price-to-earnings ratio of 11.42, and a beta of 1.09, indicating its volatility compared to the market.

Understanding Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF is a type of exchange-traded fund that belongs to the Vanguard Small-Cap Value Index Fund family. Its investment strategy is passive management or indexing, aimed at replicating the performance of the MSCI US Small Cap Value Index. This index systematically includes a diverse array of value stocks from smaller companies across the United States.

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Discover More about Institutional Holdings in VBR: For those interested in the holdings and trades involving Vanguard Small-Cap Value ETF, resources are available that keep you updated on the latest 13F filings and insider transactions.

investment, ETF, finance