GHP Investment Advisors Reduces Stake in Vanguard Small-Cap Value ETF

GHP Investment Advisors Inc. has made a notable adjustment to its investment portfolio by reducing its holdings in the Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.9% in the third quarter, according to reports from Holdings Channel. Following this transaction, GHP Investment Advisors now holds 5,553 shares of the ETF, having sold 107 shares during the quarter. The value of these holdings is estimated at approximately $1,115,000 as of the end of the most recent quarter.

In addition to GHP Investment Advisors, several other institutional investors have also adjusted their positions in the Vanguard Small-Cap Value ETF. For instance, Gibson Capital LLC increased its holdings by 1.9% during the second quarter, acquiring 54 additional shares. As a result, Gibson Capital LLC now owns a total of 2,956 shares, valued at $540,000.

Similarly, Diversified LLC raised its stake by 1.8% during the first quarter, purchasing 55 shares. Diversified now boasts 3,084 shares, which are valued at $592,000. Furthermore, Silver Oak Advisory Group Inc. expanded its holdings by 1.9% in the second quarter, owning 2,951 shares worth $538,000 after acquiring an additional 55 shares.

Summit Financial Strategies Inc. also increased its holdings by 2.9% in the third quarter, now holding 1,943 shares valued at $390,000 following the purchase of 55 shares. Versant Capital Management Inc. made a similar move, increasing its stake by 2.4% during the second quarter, now owning 2,576 shares valued at $470,000 after acquiring an additional 60 shares.

Performance of Vanguard Small-Cap Value ETF

As of Monday, the Vanguard Small-Cap Value ETF is valued at $198.82 per share. The ETF has a market capitalization of $30.03 billion, a price-to-earnings (PE) ratio of 11.42, and a beta of 1.09, indicating its volatility relative to the market. This ETF reached a 1-year low of $148.75 and a high of $205.42. The fifty-day moving average price stands at $197.71, while the 200-day moving average price is reported at $190.08.

Overview of Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded fund that is part of the Vanguard Small-Cap Value Index Fund. It employs a passive management investment strategy aimed at tracking the performance of the MSCI US Small Cap Value Index, which includes a diverse range of value stocks from smaller U.S. companies.

Additional Information

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GHP, Investment, Vanguard