Zhang Financial LLC Decreases Position in Vanguard Small-Cap Value ETF $VBR

Zhang Financial LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 226,870 shares of the company’s stock after selling 9,337 shares during the period. Vanguard Small-Cap Value ETF accounts for 1.8% of Zhang Financial LLC’s investment portfolio, making the stock its 12th biggest holding. Zhang Financial LLC’s holdings in Vanguard Small-Cap Value ETF were worth $48,049,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Klingman & Associates LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 106.6% during the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock worth $1,701,000 after purchasing an additional 4,144 shares during the last quarter. Asempa Wealth Advisors bought a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $1,012,000. Atria Investments Inc boosted its holdings in Vanguard Small-Cap Value ETF by 2.9% in the 3rd 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. Arlington Financial Advisors LLC bought a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $2,219,000. Finally, Stephens Group Asset Management LLC boosted its holdings in Vanguard Small-Cap Value ETF by 0.7% in the 4th quarter. Stephens Group Asset Management LLC now owns 381,201 shares of the company’s stock worth $80,735,000 after buying an additional 2,676 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 0.2%

VBR opened at $235.56 on Friday. The company has a 50 day moving average of $226.50 and a 200 day moving average of $221.74. Vanguard Small-Cap Value ETF has a 12 month low of $186.03 and a 12 month high of $236.90. The company has a market cap of $35.32 billion, a PE 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.