Zhang Financial LLC Decreases Stake in Vanguard Small-Cap Value ETF $VBR

Zhang Financial LLC decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 226,870 shares of the company’s stock after selling 9,337 shares during the period. Vanguard Small-Cap Value ETF accounts for 1.8% of Zhang Financial LLC’s investment portfolio, making the stock its 12th biggest holding. Zhang Financial LLC owned 0.15% of Vanguard Small-Cap Value ETF worth $48,049,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Columbia Asset Management increased its stake in Vanguard Small-Cap Value ETF by 3.3% in the 4th quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock valued at $333,000 after buying an additional 50 shares during the last quarter. Barnes Pettey Financial Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 2.5% in the 4th quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock valued at $432,000 after buying an additional 50 shares during the last quarter. Mcdonald Partners LLC increased its stake in Vanguard Small-Cap Value ETF by 1.5% in the 4th quarter. Mcdonald Partners LLC now owns 3,434 shares of the company’s stock valued at $727,000 after buying an additional 51 shares during the last quarter. Franklin Resources Inc. increased its stake in Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Franklin Resources Inc. now owns 3,566 shares of the company’s stock valued at $744,000 after buying an additional 51 shares during the last quarter. Finally, Bell Investment Advisors Inc increased its stake in Vanguard Small-Cap Value ETF by 2.5% in the 3rd quarter. Bell Investment Advisors Inc now owns 2,152 shares of the company’s stock valued at $449,000 after buying an additional 52 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $235.56 on Friday. The firm has a market cap of $35.32 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. Vanguard Small-Cap Value ETF has a 52 week low of $186.03 and a 52 week high of $236.90. The firm has a 50-day moving average price of $226.50 and a two-hundred day moving average price of $221.74.

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.