Diversified Trust Co Invests 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 the year. According to their latest Form 13F filing with the Securities and Exchange Commission, the investment firm purchased 1,154 shares of the ETF, with a total value of about $232,000.

Apart from 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 ownership in the ETF by 0.7% during the second quarter, resulting in a total of 2,188,628 shares valued at approximately $399.47 million after acquiring an additional 15,238 shares.

Mather Group LLC also raised its position, expanding its holdings by 1.0% in the same quarter, and now controls 1,452,121 shares worth $278.63 million following the purchase of another 14,596 shares.

Moreover, Sei Investments Co. saw a growth of 5.5% in its ownership, bringing its total to 1,336,004 shares valued at around $243.87 million after acquiring 69,169 additional shares.

Essex Financial Services Inc. made a substantial increase in its stake by a staggering 6,841.9%, now owning 1,220,868 shares worth $222.83 million after purchasing 1,203,281 shares during this period. LPL Financial LLC also lifted its stake by 1.5%, resulting in ownership of 1,150,361 shares valued at $209.96 million after acquiring an additional 17,226 shares.

Vanguard Small-Cap Value ETF Overview

As for the stock performance of the Vanguard Small-Cap Value ETF, shares opened at $200.84 on a recent Friday. The ETF's stock has seen fluctuations with a 52-week low of $148.75 and a high of $202.15. Currently, its 50-day moving average price is $194.41, while the 200-day moving average stands at $189.07. The ETF has a market capitalization of $30.34 billion, a price-to-earnings ratio of 11.42, and a beta value of 1.09.

About Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF is a part of an exchange-traded share class belonging to the Vanguard Small-Cap Value Index Fund. This fund adopts a passive management strategy aimed at tracking the performance of the MSCI US Small Cap Value Index, which includes various value stocks from smaller companies in the United States.

Further Reading

• Alternative Investing Options in ETFs
• Significant Trends in the ETF Market
• Important Metrics to Analyze ETFs
• Recent Developments in Small-Cap Stocks
• Understanding Value Investing Strategies
• Exploring Other Investment Avenues

For those interested in tracking other hedge fund investments in the VBR, updated information on 13F filings and insider trading can be accessed through various financial news outlets.

Investment, Stocks, ETF