5,103 Shares in Vanguard Small-Cap Value ETF $VBR Acquired by Sherman Wealth Management LLC

Sherman Wealth Management LLC bought a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 5,103 shares of the company’s stock, valued at approximately $1,065,000. Vanguard Small-Cap Value ETF makes up 1.1% of Sherman Wealth Management LLC’s portfolio, making the stock its 24th largest position.

A number of other institutional investors also recently added to or reduced their stakes in VBR. Brighton Jones LLC lifted its holdings in Vanguard Small-Cap Value ETF by 1.9% in the fourth quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock worth $4,605,000 after purchasing an additional 444 shares during the period. AQR Capital Management LLC grew its position in Vanguard Small-Cap Value ETF by 65.8% in the 1st quarter. AQR Capital Management LLC now owns 15,403 shares of the company’s stock valued at $2,870,000 after buying an additional 6,114 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Vanguard Small-Cap Value ETF by 1.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 327,501 shares of the company’s stock valued at $61,010,000 after buying an additional 4,879 shares during the period. Laurel Wealth Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 19,401.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 10,726 shares of the company’s stock valued at $2,092,000 after buying an additional 10,671 shares during the period. Finally, Russell Investments Group Ltd. raised its position in shares of Vanguard Small-Cap Value ETF by 29.4% during the 2nd quarter. Russell Investments Group Ltd. now owns 2,370 shares of the company’s stock worth $462,000 after buying an additional 538 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 2.0%

Shares of NYSEARCA:VBR opened at $213.14 on Friday. The company has a 50 day moving average of $224.68 and a 200-day moving average of $215.66. The firm has a market cap of $32.41 billion, a P/E ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $235.48.

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.