3,797 Vanguard Small-Cap Value ETF $VBR Shares Purchased by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC grew its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,933 shares of the company’s stock after purchasing an additional 3,797 shares during the period. Vanguard Small-Cap Value ETF makes up 0.9% of Shepherd Financial Partners LLC’s portfolio, making the stock its 28th biggest holding. Shepherd Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $11,305,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in VBR. McMill Wealth Management increased its holdings in shares of Vanguard Small-Cap Value ETF by 23,929.0% in the second quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock worth $147,138,000 after purchasing an additional 603,011 shares during the period. Everhart Financial Group Inc. boosted its stake in Vanguard Small-Cap Value ETF by 352.8% during the second quarter. Everhart Financial Group Inc. now owns 255,385 shares of the company’s stock valued at $62,056,000 after buying an additional 198,989 shares during the period. Fifth Third Bancorp boosted its stake in Vanguard Small-Cap Value ETF by 164.6% during the first quarter. Fifth Third Bancorp now owns 223,342 shares of the company’s stock valued at $48,521,000 after buying an additional 138,931 shares during the period. TrueWealth Financial Partners bought a new stake in Vanguard Small-Cap Value ETF during the first quarter valued at $20,575,000. Finally, Shakespeare Wealth Management LLC purchased a new position in Vanguard Small-Cap Value ETF during the third quarter worth about $20,180,000.

Vanguard Small-Cap Value ETF Stock Down 0.0%

Vanguard Small-Cap Value ETF stock opened at $241.86 on Friday. The stock has a market cap of $36.83 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. The business has a 50-day simple moving average of $239.46 and a 200 day simple moving average of $235.05. Vanguard Small-Cap Value ETF has a 52 week low of $198.76 and a 52 week high of $251.85.

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.