Everhart Financial Group Inc. grew its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 7.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 275,370 shares of the company’s stock after purchasing an additional 19,985 shares during the period. Vanguard Small-Cap Value ETF makes up about 3.9% of Everhart Financial Group Inc.’s holdings, making the stock its 5th largest holding. Everhart Financial Group Inc. owned about 0.18% of Vanguard Small-Cap Value ETF worth $63,619,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of the company. Veery Capital LLC lifted its stake in Vanguard Small-Cap Value ETF by 2.1% during the 3rd quarter. Veery Capital LLC now owns 58,722 shares of the company’s stock worth $13,566,000 after acquiring an additional 1,195 shares in the last quarter. Venture Visionary Partners LLC acquired a new position in Vanguard Small-Cap Value ETF in the 3rd quarter valued at about $206,000. Exchange Bank increased its stake in Vanguard Small-Cap Value ETF by 14.7% during the third quarter. Exchange Bank now owns 3,200 shares of the company’s stock worth $739,000 after purchasing an additional 409 shares during the period. Echo45 Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 1.1% during the third quarter. Echo45 Advisors LLC now owns 18,074 shares of the company’s stock worth $4,176,000 after purchasing an additional 188 shares during the period. Finally, Silvia Mccoll Wealth Management LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 1.8% during the third quarter. Silvia Mccoll Wealth Management LLC now owns 40,565 shares of the company’s stock worth $9,372,000 after purchasing an additional 728 shares in the last quarter.
Vanguard Small-Cap Value ETF Price Performance
Shares of NYSEARCA VBR traded up $1.17 during midday trading on Thursday, hitting $233.34. The company’s stock had a trading volume of 108,526 shares, compared to its average volume of 318,510. The firm has a market capitalization of $35.47 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. The business’s fifty day simple moving average is $243.38 and its two-hundred day simple moving average is $236.99. Vanguard Small-Cap Value ETF has a 1 year low of $198.76 and a 1 year high of $251.85.
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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.
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