Shepherd Financial Partners LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 8.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,933 shares of the company’s stock after acquiring an additional 3,797 shares during the period. Vanguard Small-Cap Value ETF makes up about 0.9% of Shepherd Financial Partners LLC’s holdings, making the stock its 28th largest holding. Shepherd Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $11,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds also recently made changes to their positions in VBR. Cetera Investment Advisers lifted its holdings in Vanguard Small-Cap Value ETF by 2.8% during the 1st quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock worth $253,064,000 after purchasing an additional 31,607 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in Vanguard Small-Cap Value ETF by 5.2% in the 2nd quarter. Jones Financial Companies Lllp now owns 1,035,273 shares of the company’s stock worth $251,336,000 after purchasing an additional 50,829 shares during the period. PNC Financial Services Group Inc. boosted its stake in Vanguard Small-Cap Value ETF by 2.6% in the 1st quarter. PNC Financial Services Group Inc. now owns 846,309 shares of the company’s stock worth $183,861,000 after purchasing an additional 21,114 shares during the period. McMill Wealth Management grew its holdings in Vanguard Small-Cap Value ETF by 23,929.0% during the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock valued at $147,138,000 after buying an additional 603,011 shares in the last quarter. Finally, Park Avenue Securities LLC grew its holdings in Vanguard Small-Cap Value ETF by 2.4% during the 3rd quarter. Park Avenue Securities LLC now owns 551,837 shares of the company’s stock valued at $127,491,000 after buying an additional 13,176 shares in the last quarter.
Vanguard Small-Cap Value ETF Stock Down 0.0%
VBR stock opened at $241.86 on Friday. The stock has a 50-day simple moving average of $239.46 and a two-hundred day simple moving average of $235.05. Vanguard Small-Cap Value ETF has a twelve month low of $198.76 and a twelve month high of $251.85. The firm has a market capitalization of $36.83 billion, a PE ratio of 14.99 and a beta of 0.97.
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.
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