NerdWallet Wealth Partners LLC Takes $3.29 Million Position in Vanguard Small-Cap Value ETF $VBR

NerdWallet Wealth Partners LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 15,798 shares of the company’s stock, valued at approximately $3,288,000. Vanguard Small-Cap Value ETF makes up about 1.7% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 10th largest holding.

Other hedge funds also recently bought and sold shares of the company. Westfuller Advisors LLC purchased a new stake in Vanguard Small-Cap Value ETF in the third quarter worth approximately $29,000. Balentine LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the third quarter worth approximately $29,000. Traub Capital Management LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the second quarter worth approximately $30,000. Financial Gravity Companies Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $33,000. Finally, Front Row Advisors LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $35,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $220.22 on Monday. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $235.48. The company has a fifty day moving average of $225.21 and a 200-day moving average of $214.86. The stock has a market capitalization of $33.49 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

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.