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

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

In addition to Diversified Trust Co, several other institutional investors and hedge funds have recently adjusted their stakes in the Vanguard Small-Cap Value ETF. For instance, Envestnet Asset Management Inc. increased its holding in the ETF by 0.7% during the second quarter, now owning 2,188,628 shares valued at about $399,468,000 following the acquisition of an additional 15,238 shares. Similarly, Mather Group LLC raised its investment in the same period by 1.0%, bringing its total ownership to 1,452,121 shares valued at $278,633,000 after acquiring an extra 14,596 shares.

Sei Investments Co. expanded its position in the ETF by 5.5% in the second quarter, reaching ownership of 1,336,004 shares valued at $243,866,000, thanks to an additional purchase of 69,169 shares. Meanwhile, Essex Financial Services Inc. notably increased its stake by a staggering 6,841.9%, acquiring 1,220,868 shares worth $222,833,000 after adding 1,203,281 shares during that quarter. Lastly, LPL Financial LLC raised its holdings by 1.5%, now owning 1,150,361 shares valued at $209,964,000 after securing an additional 17,226 shares.

Performance of Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF opened at $200.84 on the stock market recently. The ETF has experienced market fluctuations, recording a 52-week low of $148.75 and a 52-week high of $202.15. The 50-day moving average price stands at $194.41, while the 200-day moving average is at $189.07. The ETF has a market capitalization of approximately $30.34 billion and a price-to-earnings ratio of 11.42, accompanied by 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 an exchange-traded fund associated with the Vanguard Small-Cap Value Index Fund. The ETF employs a passive management strategy aimed at mirroring the performance of the MSCI US Small Cap Value Index, which comprises a diverse range of value stocks from smaller companies across the United States.

Conclusion

The recent activities of Diversified Trust Co and other institutional investors demonstrate a robust interest in the Vanguard Small-Cap Value ETF, highlighting its potential as a valuable investment option in the current market environment.

investment, ETF, stocks