Zhang Financial LLC Sells 316 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Zhang Financial LLC lessened its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 242,628 shares of the company’s stock after selling 316 shares during the period. Vanguard Small-Cap Value ETF makes up 2.8% of Zhang Financial LLC’s portfolio, making the stock its 9th biggest position. Zhang Financial LLC’s holdings in Vanguard Small-Cap Value ETF were worth $48,084,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VBR. Hsbc Holdings PLC increased its position in shares of Vanguard Small-Cap Value ETF by 126.7% in the second quarter. Hsbc Holdings PLC now owns 4,022 shares of the company’s stock worth $734,000 after acquiring an additional 2,248 shares in the last quarter. Summit Trail Advisors LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 7.0% during the 2nd quarter. Summit Trail Advisors LLC now owns 1,987 shares of the company’s stock valued at $365,000 after acquiring an additional 130 shares in the last quarter. Fidelis Capital Partners LLC boosted its position in Vanguard Small-Cap Value ETF by 11.9% during the 2nd quarter. Fidelis Capital Partners LLC now owns 1,875 shares of the company’s stock worth $343,000 after purchasing an additional 200 shares during the period. Fairscale Capital LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 2nd quarter valued at $99,000. Finally, EverSource Wealth Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 0.6% in the second quarter. EverSource Wealth Advisors LLC now owns 14,246 shares of the company’s stock valued at $2,825,000 after purchasing an additional 85 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR opened at $204.61 on Monday. Vanguard Small-Cap Value ETF has a 12 month low of $171.81 and a 12 month high of $219.01. The stock’s 50-day moving average is $206.02 and its two-hundred day moving average is $199.19. The stock has a market cap of $30.91 billion, a PE ratio of 11.42 and a beta of 1.09.

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.