Evergreen Wealth Management LLC Boosts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Evergreen Wealth Management LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 19,288 shares of the company’s stock after purchasing an additional 441 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 2.6% of Evergreen Wealth Management LLC’s portfolio, making the stock its 14th biggest position. Evergreen Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,471,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Integrated Wealth Concepts LLC lifted its stake in Vanguard Small-Cap Value ETF by 9.3% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock worth $2,196,000 after purchasing an additional 1,170 shares in the last quarter. Retirement Investment Advisors Inc. grew its position in Vanguard Small-Cap Value ETF by 57.8% during the third quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock worth $70,430,000 after buying an additional 161,791 shares in the last quarter. White Wing Wealth Management purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth about $3,584,000. RWA Wealth Partners LLC increased its stake in Vanguard Small-Cap Value ETF by 3.1% in the 4th quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock worth $64,866,000 after acquiring an additional 10,762 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 24.3% in the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock valued at $405,000 after acquiring an additional 440 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.8 %

Shares of VBR traded up $1.46 during trading hours on Friday, reaching $184.24. 207,012 shares of the company’s stock traded hands, compared to its average volume of 552,087. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $192.44. The stock has a market cap of $27.83 billion, a PE ratio of 11.42 and a beta of 1.09. The firm’s 50 day simple moving average is $184.49 and its 200-day simple moving average is $175.41.

About Vanguard Small-Cap Value ETF

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.