Goepper Burkhardt LLC Has $3.67 Million Stock Position in Vanguard Small-Cap Value ETF $VBR

Goepper Burkhardt LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 19.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,340 shares of the company’s stock after selling 4,145 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 1.2% of Goepper Burkhardt LLC’s portfolio, making the stock its 20th largest position. Goepper Burkhardt LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,672,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in VBR. Westfuller Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter worth approximately $29,000. Balentine LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter worth approximately $29,000. Birchbrook Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $30,000. Toth Financial Advisory Corp purchased a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $36,000. Finally, Key Capital Management INC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $39,000.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR opened at $232.67 on Tuesday. The company has a 50 day simple moving average of $225.40 and a 200-day simple moving average of $221.12. The firm has a market capitalization of $34.88 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 $184.56 and a 52-week high of $235.68.

About Vanguard Small-Cap Value ETF

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.