Shepherd Financial Partners LLC Lowers Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Shepherd Financial Partners LLC reduced its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 63.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,364 shares of the company’s stock after selling 115,668 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 1.5% of Shepherd Financial Partners LLC’s portfolio, making the stock its 16th biggest position. Shepherd Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $12,549,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. One Day In July LLC grew its stake in Vanguard Small-Cap Value ETF by 1.1% during the 4th quarter. One Day In July LLC now owns 4,450 shares of the company’s stock worth $882,000 after purchasing an additional 50 shares in the last quarter. Franklin Resources Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 1.4% during the fourth quarter. Franklin Resources Inc. now owns 3,565 shares of the company’s stock worth $707,000 after buying an additional 50 shares in the last quarter. Jackson Creek Investment Advisors LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 1.3% during the fourth quarter. Jackson Creek Investment Advisors LLC now owns 4,076 shares of the company’s stock worth $808,000 after buying an additional 53 shares during the period. Sandy Spring Bank raised its holdings in Vanguard Small-Cap Value ETF by 6.3% in the fourth quarter. Sandy Spring Bank now owns 913 shares of the company’s stock valued at $181,000 after acquiring an additional 54 shares in the last quarter. Finally, Mission Wealth Management LP raised its holdings in Vanguard Small-Cap Value ETF by 1.3% in the first quarter. Mission Wealth Management LP now owns 4,585 shares of the company’s stock valued at $854,000 after acquiring an additional 58 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $189.62 on Wednesday. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01. The stock has a market cap of $101.46 billion, a P/E ratio of 15.85 and a beta of 1.05. The stock has a 50-day simple moving average of $184.74 and a 200-day simple moving average of $193.16.

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.