NerdWallet Wealth Partners LLC Takes Position in Vanguard Small-Cap Value ETF $VBR

NerdWallet Wealth Partners LLC acquired a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 15,798 shares of the company’s stock, valued at approximately $3,288,000. Vanguard Small-Cap Value ETF accounts for 1.7% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 10th largest position.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Aspiriant LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 3.0% during the third quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock valued at $318,763,000 after purchasing an additional 43,846 shares during the period. First Horizon Corp bought a new position in shares of Vanguard Small-Cap Value ETF in the third quarter worth approximately $4,635,000. Whitaker Myers Wealth Managers LTD. increased its stake in shares of Vanguard Small-Cap Value ETF by 7.7% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock worth $21,033,000 after buying an additional 7,230 shares during the period. Atria Investments Inc increased its stake in shares of Vanguard Small-Cap Value ETF by 2.9% in the third quarter. Atria Investments Inc now owns 106,136 shares of the company’s stock worth $22,152,000 after buying an additional 3,006 shares during the period. Finally, Allworth Financial LP raised its holdings in Vanguard Small-Cap Value ETF by 6.6% during the 2nd quarter. Allworth Financial LP now owns 794,775 shares of the company’s stock valued at $154,989,000 after buying an additional 49,116 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 2.0%

Shares of VBR opened at $220.22 on Monday. The stock has a market capitalization of $33.49 billion, a P/E ratio of 14.99 and a beta of 1.05. The firm has a fifty day simple moving average of $225.21 and a two-hundred day simple moving average of $214.86. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $235.48.

About Vanguard Small-Cap Value ETF

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.