Shared Vision Wealth Group LLC Acquires 2,778 Shares of Vanguard Small-Cap Value ETF $VBR

Shared Vision Wealth Group LLC lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 48.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,527 shares of the company’s stock after purchasing an additional 2,778 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 0.8% of Shared Vision Wealth Group LLC’s portfolio, making the stock its 27th biggest holding. Shared Vision Wealth Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,913,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Balentine LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the third quarter worth about $29,000. Birchbrook Inc. bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $30,000. Toth Financial Advisory Corp bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $36,000. Key Capital Management INC bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $39,000. Finally, Dunhill Financial LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 263.6% in the fourth quarter. Dunhill Financial LLC now owns 200 shares of the company’s stock worth $42,000 after purchasing an additional 145 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $234.32 on Friday. Vanguard Small-Cap Value ETF has a 52 week low of $188.74 and a 52 week high of $237.57. The firm has a market capitalization of $35.13 billion, a PE ratio of 14.99 and a beta of 0.96. The business’s 50-day simple moving average is $228.78 and its 200-day simple moving average is $222.81.

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.