Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Bought by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 183,032 shares of the company’s stock after buying an additional 954 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 4.3% of Shepherd Financial Partners LLC’s portfolio, making the stock its 5th biggest position. Shepherd Financial Partners LLC owned about 0.12% of Vanguard Small-Cap Value ETF worth $36,273,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of VBR. Assetmark Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 3.8% in the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after purchasing an additional 139,196 shares during the last quarter. Captrust Financial Advisors grew its position in Vanguard Small-Cap Value ETF by 655.6% in the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after purchasing an additional 1,343,457 shares in the last quarter. World Investment Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 24,002.3% in the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after buying an additional 1,368,129 shares during the last quarter. LPL Financial LLC lifted its position in Vanguard Small-Cap Value ETF by 7.0% during the 3rd quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after buying an additional 80,279 shares in the last quarter. Finally, Aspiriant LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after buying an additional 362,906 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $203.43 on Friday. Vanguard Small-Cap Value ETF has a 52-week low of $174.19 and a 52-week high of $219.01. The company has a market cap of $30.73 billion, a P/E ratio of 11.42 and a beta of 1.09. The stock’s 50-day simple moving average is $204.31 and its 200 day simple moving average is $200.80.

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.