Shared Vision Wealth Group LLC Has $1.91 Million Stock Position in Vanguard Small-Cap Value ETF $VBR

Shared Vision Wealth Group LLC grew its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 48.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,527 shares of the company’s stock after buying an additional 2,778 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 0.8% of Shared Vision Wealth Group LLC’s holdings, making the stock its 27th biggest position. Shared Vision Wealth Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,913,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Bank of America Corp DE lifted its position in shares of Vanguard Small-Cap Value ETF by 1.4% in the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after buying an additional 209,142 shares during the last quarter. Assetmark Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock worth $927,520,000 after buying an additional 113,412 shares during the last quarter. Valpey Financial Services LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after buying an additional 4,249,980 shares during the last quarter. Aspiriant LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 6.1% in the fourth quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock worth $343,249,000 after buying an additional 93,408 shares during the last quarter. Finally, Sei Investments Co. lifted its position in shares of Vanguard Small-Cap Value ETF by 1.8% in the third quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock worth $303,097,000 after buying an additional 25,434 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR opened at $234.32 on Friday. Vanguard Small-Cap Value ETF has a fifty-two week low of $188.74 and a fifty-two week high of $237.57. The business has a 50-day moving average of $228.78 and a two-hundred day moving average of $222.81. The stock has a market capitalization of $35.13 billion, a P/E ratio of 14.99 and a beta of 0.96.

Vanguard Small-Cap Value ETF Company 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.