Shared Vision Wealth Group LLC Acquires 4,505 Shares of Vanguard Small-Cap Value ETF $VBR

Shared Vision Wealth Group LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 362.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 5,749 shares of the company’s stock after acquiring an additional 4,505 shares during the period. Shared Vision Wealth Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,194,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Aspiriant LLC raised its position in Vanguard Small-Cap Value ETF by 3.0% during the 3rd quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock worth $318,763,000 after purchasing an additional 43,846 shares during the last quarter. First Horizon Corp bought a new stake in shares of Vanguard Small-Cap Value ETF in the 3rd quarter valued at about $4,635,000. Whitaker Myers Wealth Managers LTD. increased its stake in shares of Vanguard Small-Cap Value ETF by 7.7% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock valued at $21,033,000 after buying an additional 7,230 shares during the period. FWG Investments LLC. bought a new position in shares of Vanguard Small-Cap Value ETF during the second quarter worth about $456,000. Finally, Brown Advisory Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF by 12.3% in the second quarter. Brown Advisory Inc. now owns 41,777 shares of the company’s stock worth $8,147,000 after acquiring an additional 4,560 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $221.65 on Wednesday. The stock has a market capitalization of $33.71 billion, a PE ratio of 14.99 and a beta of 1.05. The business’s 50 day simple moving average is $213.74 and its 200 day simple moving average is $208.51. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $226.09.

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.