E&R Wealth Management LLC Takes Position in Vanguard Small-Cap Value ETF $VBR

E&R Wealth Management LLC purchased a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 87,204 shares of the company’s stock, valued at approximately $18,469,000. Vanguard Small-Cap Value ETF accounts for 19.3% of E&R Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Bank of America Corp DE increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.4% in the 3rd quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock valued at $3,222,233,000 after acquiring an additional 209,142 shares during the period. Assetmark Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 2.7% in the 4th quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after acquiring an additional 113,412 shares during the period. Valpey Financial Services LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after acquiring an additional 4,249,980 shares during the period. Aspiriant LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 6.1% in the 4th quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after acquiring an additional 93,408 shares during the period. Finally, Sei Investments Co. increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.8% in the 3rd quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock valued at $303,097,000 after acquiring an additional 25,434 shares during the period.

Vanguard Small-Cap Value ETF Trading Down 1.3%

Shares of NYSEARCA:VBR opened at $234.46 on Thursday. Vanguard Small-Cap Value ETF has a 12-month low of $188.74 and a 12-month high of $239.34. The business’s fifty day simple moving average is $230.05 and its 200-day simple moving average is $223.70. The company has a market capitalization of $35.15 billion, a PE ratio of 14.99 and a beta of 0.96.

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.