Vanguard Small-Cap Value ETF $VBR Position Increased by Everhart Financial Group Inc.

Everhart Financial Group Inc. boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 275,370 shares of the company’s stock after acquiring an additional 19,985 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 3.9% of Everhart Financial Group Inc.’s holdings, making the stock its 5th biggest holding. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $63,619,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in the company. TCI Wealth Advisors Inc. increased its position in shares of Vanguard Small-Cap Value ETF by 1.5% during the first quarter. TCI Wealth Advisors Inc. now owns 3,015 shares of the company’s stock worth $655,000 after acquiring an additional 44 shares during the last quarter. J. Derek Lewis & Associates Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 1.1% in the first quarter. J. Derek Lewis & Associates Inc. now owns 4,087 shares of the company’s stock valued at $888,000 after purchasing an additional 44 shares during the last quarter. Hardin Capital Partners LLC grew its stake in Vanguard Small-Cap Value ETF by 2.0% during the 2nd quarter. Hardin Capital Partners LLC now owns 2,301 shares of the company’s stock valued at $560,000 after purchasing an additional 45 shares in the last quarter. Guardian Wealth Management Inc. grew its stake in Vanguard Small-Cap Value ETF by 1.8% during the 2nd quarter. Guardian Wealth Management Inc. now owns 2,547 shares of the company’s stock valued at $619,000 after purchasing an additional 45 shares in the last quarter. Finally, Bonfire Financial increased its holdings in Vanguard Small-Cap Value ETF by 3.1% during the 2nd quarter. Bonfire Financial now owns 1,517 shares of the company’s stock worth $369,000 after purchasing an additional 46 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.5%

Shares of VBR traded up $1.17 during trading on Thursday, reaching $233.34. The company’s stock had a trading volume of 108,526 shares, compared to its average volume of 318,510. The company has a fifty day moving average of $243.38 and a two-hundred day moving average of $236.99. Vanguard Small-Cap Value ETF has a twelve month low of $198.76 and a twelve month high of $251.85. The company has a market cap of $35.47 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97.

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.