Everhart Financial Group Inc. Buys 464 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Everhart Financial Group Inc. boosted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.8% in the 4th quarter, Holdings Channel reports. The firm owned 25,917 shares of the company’s stock after acquiring an additional 464 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 1.1% of Everhart Financial Group Inc.’s portfolio, making the stock its 17th largest position. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $5,136,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in VBR. Exchange Traded Concepts LLC bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth about $42,000. Creative Planning boosted its position in shares of Vanguard Small-Cap Value ETF by 2.8% during the 3rd quarter. Creative Planning now owns 251,089 shares of the company’s stock valued at $50,414,000 after acquiring an additional 6,918 shares during the last quarter. Vontobel Holding Ltd. bought a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at about $276,000. Global Retirement Partners LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 4.8% during the 3rd quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after acquiring an additional 409 shares during the last quarter. Finally, Net Worth Advisory Group bought a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at about $243,000.

Vanguard Small-Cap Value ETF Trading Down 0.0 %

Shares of VBR opened at $203.47 on Friday. The company has a market cap of $30.73 billion, a PE ratio of 11.42 and a beta of 1.09. The stock has a 50-day moving average price of $202.96 and a 200-day moving average price of $201.19. Vanguard Small-Cap Value ETF has a 12-month low of $177.15 and a 12-month high of $219.01.

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.