Sherman Wealth Management LLC Acquires Shares of 5,597 Vanguard Small-Cap Value ETF $VBR

Sherman Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 5,597 shares of the company’s stock, valued at approximately $1,185,000. Vanguard Small-Cap Value ETF comprises about 1.0% of Sherman Wealth Management LLC’s portfolio, making the stock its 25th biggest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Asempa Wealth Advisors purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $1,012,000. Aspiriant LLC increased its position in shares of Vanguard Small-Cap Value ETF by 3.0% during the third quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock valued at $318,763,000 after acquiring an additional 43,846 shares during the last quarter. First Horizon Corp purchased a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter valued at approximately $4,635,000. Whitaker Myers Wealth Managers LTD. lifted its holdings in Vanguard Small-Cap Value ETF by 7.7% during the third quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock worth $21,033,000 after acquiring an additional 7,230 shares during the period. Finally, Atria Investments Inc lifted its holdings in Vanguard Small-Cap Value ETF by 2.9% during the third quarter. Atria Investments Inc now owns 106,136 shares of the company’s stock worth $22,152,000 after acquiring an additional 3,006 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $213.14 on Monday. The stock has a market cap of $32.41 billion, a P/E ratio of 14.99 and a beta of 1.05. The stock’s fifty day simple moving average is $224.68 and its two-hundred day simple moving average is $215.75. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $235.48.

Vanguard Small-Cap Value ETF Company Profile

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.