Everhart Financial Group Inc. Increases Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Everhart Financial Group Inc. increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,453 shares of the company’s stock after acquiring an additional 368 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 1.1% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 13th biggest position. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $5,111,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in VBR. Webster Bank N. A. raised its holdings in Vanguard Small-Cap Value ETF by 153.5% during the 2nd quarter. Webster Bank N. A. now owns 180 shares of the company’s stock valued at $33,000 after buying an additional 109 shares during the period. Motco purchased a new position in shares of Vanguard Small-Cap Value ETF during the first quarter valued at approximately $36,000. Exchange Traded Concepts LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter worth approximately $42,000. Family Asset Management LLC purchased a new position in Vanguard Small-Cap Value ETF during the 2nd quarter valued at $46,000. Finally, Abound Wealth Management lifted its position in shares of Vanguard Small-Cap Value ETF by 28.2% during the second quarter. Abound Wealth Management now owns 282 shares of the company’s stock worth $51,000 after purchasing an additional 62 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $213.88 on Tuesday. The company has a market capitalization of $32.31 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12 month low of $155.04 and a 12 month high of $214.96. The firm’s 50-day moving average is $199.33 and its 200 day moving average is $191.74.

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.