Diversified Trust Co's New Investment in Vanguard Small-Cap Value ETF

Diversified Trust Co has recently announced a new investment in the Vanguard Small-Cap Value ETF (NYSEARCA:VBR). This acquisition occurred during the third quarter, as detailed in the company’s latest Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,154 shares of the ETF, totaling approximately $232,000.

In addition to Diversified Trust Co, other institutional investors and hedge funds have also adjusted their positions in Vanguard Small-Cap Value ETF. For instance, in the second quarter, Envestnet Asset Management Inc. increased its stake in the ETF by 0.7%. Following this enhancement, Envestnet owns 2,188,628 shares valued at around $399.5 million, having added 15,238 shares in the recent quarter.

Similarly, Mather Group LLC raised its position in the ETF by 1.0% during the same second quarter. Mather Group now holds 1,452,121 shares, worth approximately $278.6 million after acquiring an additional 14,596 shares.

Another significant change came from Sei Investments Co., which saw its holdings grow by 5.5% in the second quarter. After purchasing an additional 69,169 shares, Sei now owns 1,336,004 shares valued at about $243.9 million.

Essex Financial Services Inc. made headlines with a drastic increase of 6,841.9% in its stake during the second quarter. Essex is now in possession of 1,220,868 shares worth roughly $222.8 million, having bought an extra 1,203,281 shares.

LPL Financial LLC also contributed to the growing interest in the Vanguard Small-Cap Value ETF by bumping up its stake by 1.5% in the second quarter. It currently owns 1,150,361 shares valued at around $210 million after acquiring 17,226 more shares.

Performance of Vanguard Small-Cap Value ETF

As for the stock performance, Vanguard Small-Cap Value ETF opened at a price of $200.84 recently. The ETF has experienced a 52-week low of $148.75 and a 52-week high of $202.15. Its 50-day moving average stands at $194.41, while the 200-day moving average is at $189.07. Vanguard Small-Cap Value ETF has a market capitalization of $30.34 billion, with a price-to-earnings ratio of 11.42 and a beta of 1.09, indicating a level of volatility compared to the market.

Understanding Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF is a class of exchange-traded funds that aims to reflect the performance of the MSCI US Small Cap Value Index. This index is a diversified collection of value stocks from smaller companies based in the United States. The ETF follows a passive management strategy to achieve this objective.

Conclusion

With institutional investors like Diversified Trust Co actively investing in Vanguard Small-Cap Value ETF, it reflects a growing confidence in the potential of small-cap value stocks. The recent performance indicators and institutional movements signify that this ETF remains a significant option for various investment strategies.

investment, ETF, finance