Vanguard Small-Cap Value ETF $VBR Stock Holdings Lessened by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 16.8% in the second quarter, according to its most recent filing with the SEC. The fund owned 45,136 shares of the company’s stock after selling 9,117 shares during the period. Vanguard Small-Cap Value ETF comprises about 0.9% of Shepherd Financial Partners LLC’s portfolio, making the stock its 19th largest holding. Shepherd Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $10,968,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Klingman & Associates LLC boosted its stake in Vanguard Small-Cap Value ETF by 106.6% in the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock worth $1,701,000 after purchasing an additional 4,144 shares during the period. Greenspring Advisors LLC raised its stake in Vanguard Small-Cap Value ETF by 192.2% during the 4th quarter. Greenspring Advisors LLC now owns 9,423 shares of the company’s stock valued at $1,996,000 after purchasing an additional 6,198 shares during the period. Cullen Frost Bankers Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 68.2% in the fourth quarter. Cullen Frost Bankers Inc. now owns 73,363 shares of the company’s stock valued at $15,538,000 after purchasing an additional 29,746 shares in the last quarter. Integrity Alliance LLC. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 37.4% in the fourth quarter. Integrity Alliance LLC. now owns 24,829 shares of the company’s stock valued at $5,259,000 after purchasing an additional 6,752 shares in the last quarter. Finally, Legacy Edge Advisors LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth $1,486,000.

Vanguard Small-Cap Value ETF Trading Up 1.1%

Shares of VBR stock opened at $250.14 on Thursday. Vanguard Small-Cap Value ETF has a 1-year low of $198.76 and a 1-year high of $251.85. The company has a market capitalization of $37.98 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The stock’s fifty day simple moving average is $244.17 and its 200-day simple moving average is $233.36.

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.