Vanguard Small-Cap Value ETF $VBR Stake Lessened by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 16.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 45,136 shares of the company’s stock after selling 9,117 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 0.9% of Shepherd Financial Partners LLC’s investment portfolio, making the stock its 19th biggest holding. Shepherd Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $10,968,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in VBR. Motiv8 Investments LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at $29,000. Birchbrook Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $30,000. Modus Advisors LLC bought a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at about $30,000. Tower View Wealth Management LLC bought a new position in Vanguard Small-Cap Value ETF during the first quarter valued at about $37,000. Finally, Strive Financial Group LLC acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth about $38,000.

Vanguard Small-Cap Value ETF Trading Up 1.1%

Shares of Vanguard Small-Cap Value ETF stock opened at $250.14 on Thursday. The company’s 50-day moving average price is $244.17 and its two-hundred day moving average price is $233.36. Vanguard Small-Cap Value ETF has a 52 week low of $198.76 and a 52 week high of $251.85. The stock has a market cap of $37.98 billion, a PE ratio of 14.99 and a beta of 0.96.

Vanguard Small-Cap Value ETF 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.