Vanguard Small-Cap Value ETF $VBR Position Boosted by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 55.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,228 shares of the company’s stock after purchasing an additional 8,974 shares during the period. EverSource Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,481,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in VBR. Talon Private Wealth LLC acquired a new position in Vanguard Small-Cap Value ETF in the first quarter worth approximately $4,364,000. Empowered Funds LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 31.1% during the 1st quarter. Empowered Funds LLC now owns 7,866 shares of the company’s stock valued at $1,709,000 after acquiring an additional 1,866 shares during the last quarter. Quantinno Capital Management LP lifted its position in shares of Vanguard Small-Cap Value ETF by 10.8% during the 1st quarter. Quantinno Capital Management LP now owns 49,253 shares of the company’s stock valued at $10,700,000 after acquiring an additional 4,806 shares during the last quarter. Cardiff Park Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 5.0% during the 1st quarter. Cardiff Park Advisors LLC now owns 48,075 shares of the company’s stock worth $10,444,000 after acquiring an additional 2,275 shares in the last quarter. Finally, Gateway Wealth Partners LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 1,323.3% during the 1st quarter. Gateway Wealth Partners LLC now owns 21,790 shares of the company’s stock worth $4,734,000 after acquiring an additional 20,259 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 1.0%

Shares of NYSEARCA VBR opened at $248.10 on Wednesday. The stock has a market capitalization of $37.67 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The stock’s fifty day simple moving average is $239.55 and its 200 day simple moving average is $230.54. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $248.28.

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.