Vanguard Small-Cap Value ETF $VBR Holdings Boosted by E Wealth Partners LLC

E Wealth Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.5% in the first quarter, HoldingsChannel.com reports. The fund owned 32,102 shares of the company’s stock after buying an additional 2,251 shares during the quarter. Vanguard Small-Cap Value ETF comprises 5.6% of E Wealth Partners LLC’s portfolio, making the stock its 4th biggest holding. E Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,974,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in VBR. Motiv8 Investments LLC bought a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at approximately $29,000. Birchbrook Inc. bought a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $30,000. Modus Advisors LLC bought a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $30,000. Toth Financial Advisory Corp purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at approximately $36,000. Finally, Tower View Wealth Management LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 1st quarter valued at approximately $37,000.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $244.63 on Monday. The stock has a market cap of $37.14 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 1 year low of $193.00 and a 1 year high of $248.28. The firm’s 50 day moving average price is $240.38 and its 200-day moving average price is $231.04.

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.