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

Everhart Financial Group Inc. raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 14.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 29,689 shares of the company’s stock after acquiring an additional 3,772 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 0.8% of Everhart Financial Group Inc.’s holdings, making the stock its 15th biggest position. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $5,531,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in VBR. Martel Wealth Advisors Inc increased its holdings in shares of Vanguard Small-Cap Value ETF by 0.4% in the 1st quarter. Martel Wealth Advisors Inc now owns 19,366 shares of the company’s stock valued at $3,608,000 after purchasing an additional 78 shares in the last quarter. Founders Grove Wealth Partners LLC grew its position in Vanguard Small-Cap Value ETF by 12.4% during the first quarter. Founders Grove Wealth Partners LLC now owns 5,793 shares of the company’s stock worth $1,079,000 after buying an additional 638 shares during the period. Paragon Capital Management Ltd increased its holdings in Vanguard Small-Cap Value ETF by 1.5% in the first quarter. Paragon Capital Management Ltd now owns 8,681 shares of the company’s stock valued at $1,617,000 after buying an additional 129 shares in the last quarter. BTS Asset Management Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 1st quarter valued at approximately $204,000. Finally, Willis Investment Counsel lifted its position in shares of Vanguard Small-Cap Value ETF by 9.4% during the 1st quarter. Willis Investment Counsel now owns 28,748 shares of the company’s stock valued at $5,355,000 after acquiring an additional 2,479 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $192.38 on Friday. 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 $102.94 billion, a P/E ratio of 15.85 and a beta of 1.05. The stock’s 50 day simple moving average is $183.38 and its 200 day simple moving average is $193.85.

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.