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

Everhart Financial Group Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,917 shares of the company’s stock after purchasing an additional 464 shares during the quarter. Vanguard Small-Cap Value ETF makes up 1.1% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 17th largest holding. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $5,136,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Tanglewood Legacy Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at $86,000. Aveo Capital Partners LLC increased its holdings in Vanguard Small-Cap Value ETF by 2.7% in the 4th quarter. Aveo Capital Partners LLC now owns 5,208 shares of the company’s stock worth $1,032,000 after acquiring an additional 136 shares during the last quarter. Compass Financial Group INC SD increased its holdings in Vanguard Small-Cap Value ETF by 2.1% in the 4th quarter. Compass Financial Group INC SD now owns 5,454 shares of the company’s stock worth $1,081,000 after acquiring an additional 110 shares during the last quarter. Family CFO Inc increased its holdings in Vanguard Small-Cap Value ETF by 3.1% in the 4th quarter. Family CFO Inc now owns 75,001 shares of the company’s stock worth $14,864,000 after acquiring an additional 2,262 shares during the last quarter. Finally, PUREfi Wealth LLC purchased a new stake in Vanguard Small-Cap Value ETF in the 4th quarter worth about $258,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $203.47 on Friday. The business has a 50-day moving average of $202.96 and a 200 day moving average of $201.19. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The firm has a market cap of $30.73 billion, a P/E 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.