Everhart Financial Group Inc. Acquires 2,624 Shares of Vanguard Small-Cap Value ETF $VBR

Everhart Financial Group Inc. raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,345 shares of the company’s stock after buying an additional 2,624 shares during the quarter. Vanguard Small-Cap Value ETF comprises approximately 0.8% of Everhart Financial Group Inc.’s holdings, making the stock its 21st largest position. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $7,586,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of VBR. World Equity Group Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 4.4% during the 3rd quarter. World Equity Group Inc. now owns 1,151 shares of the company’s stock valued at $240,000 after purchasing an additional 48 shares during the last quarter. IFG Advisors LLC lifted its position in Vanguard Small-Cap Value ETF by 1.3% in the second quarter. IFG Advisors LLC now owns 4,317 shares of the company’s stock worth $842,000 after buying an additional 54 shares during the last quarter. Arbor Investment Advisors LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 0.9% in the third quarter. Arbor Investment Advisors LLC now owns 6,449 shares of the company’s stock valued at $1,346,000 after acquiring an additional 55 shares during the period. IHT Wealth Management LLC raised its position in Vanguard Small-Cap Value ETF by 0.3% in the 2nd quarter. IHT Wealth Management LLC now owns 22,535 shares of the company’s stock worth $4,395,000 after purchasing an additional 57 shares during the period. Finally, Klingman & Associates LLC grew its position in shares of Vanguard Small-Cap Value ETF by 1.7% during the 2nd quarter. Klingman & Associates LLC now owns 3,522 shares of the company’s stock worth $687,000 after buying an additional 58 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.4%

Shares of VBR opened at $223.09 on Friday. The company has a market cap of $33.93 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $229.19. The company has a 50 day moving average of $217.12 and a two-hundred day moving average of $209.71.

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. 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.