Everhart Financial Group Inc. Has $62.06 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Everhart Financial Group Inc. grew its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 352.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 255,385 shares of the company’s stock after buying an additional 198,989 shares during the period. Vanguard Small-Cap Value ETF accounts for about 4.0% of Everhart Financial Group Inc.’s holdings, making the stock its 7th biggest holding. Everhart Financial Group Inc. owned 0.17% of Vanguard Small-Cap Value ETF worth $62,056,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Bank of America Corp DE boosted its holdings in Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after acquiring an additional 560,544 shares during the last quarter. Assetmark Inc. raised its holdings in Vanguard Small-Cap Value ETF by 2.7% during the 4th quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock worth $927,520,000 after purchasing an additional 113,412 shares during the last quarter. Valpey Financial Services LLC raised its holdings in Vanguard Small-Cap Value ETF by 21,125.3% during the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after purchasing an additional 4,249,980 shares during the last quarter. LPL Financial LLC raised its holdings in Vanguard Small-Cap Value ETF by 0.6% during the 4th quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock worth $304,705,000 after purchasing an additional 8,609 shares during the last quarter. Finally, Captrust Financial Advisors lifted its position in shares of Vanguard Small-Cap Value ETF by 0.9% in the 4th quarter. Captrust Financial Advisors now owns 1,236,013 shares of the company’s stock worth $261,775,000 after purchasing an additional 11,525 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $249.90 on Friday. The firm’s fifty day moving average is $241.85 and its 200-day moving average is $231.88. Vanguard Small-Cap Value ETF has a 52 week low of $197.48 and a 52 week high of $251.66. The firm has a market cap of $37.94 billion, a P/E ratio of 14.99 and a beta of 0.96.

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.