EP Wealth Advisors LLC Has $8.35 Million Stake in Vanguard Small-Cap Value ETF $VBR

EP Wealth Advisors LLC trimmed its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 44,829 shares of the company’s stock after selling 1,414 shares during the quarter. EP Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $8,351,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Obsido Oy acquired a new position in Vanguard Small-Cap Value ETF during the first quarter worth $3,696,000. Focus Partners Advisor Solutions LLC grew its position in shares of Vanguard Small-Cap Value ETF by 5.3% in the first quarter. Focus Partners Advisor Solutions LLC now owns 140,545 shares of the company’s stock valued at $26,182,000 after purchasing an additional 7,069 shares during the last quarter. Royal Bank of Canada grew its position in shares of Vanguard Small-Cap Value ETF by 2.5% in the first quarter. Royal Bank of Canada now owns 485,487 shares of the company’s stock valued at $90,442,000 after purchasing an additional 11,687 shares during the last quarter. Weitzel Financial Services Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 12.9% in the first quarter. Weitzel Financial Services Inc. now owns 5,679 shares of the company’s stock valued at $1,005,000 after purchasing an additional 647 shares during the last quarter. Finally, Connecticut Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter valued at about $228,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $207.56 on Wednesday. The company has a market cap of $31.28 billion, a P/E ratio of 14.99 and a beta of 1.15. The stock’s 50-day moving average is $201.68 and its 200-day moving average is $191.94. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01.

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.