E&R Wealth Management LLC Makes New Investment in Vanguard Small-Cap Value ETF $VBR

E&R Wealth Management LLC purchased a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 87,204 shares of the company’s stock, valued at approximately $18,469,000. Vanguard Small-Cap Value ETF makes up 19.3% of E&R Wealth Management LLC’s holdings, making the stock its 2nd biggest position. E&R Wealth Management LLC owned approximately 0.06% of Vanguard Small-Cap Value ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Balentine LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter worth about $29,000. Birchbrook Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $30,000. Modus Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $30,000. Toth Financial Advisory Corp purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $36,000. Finally, Key Capital Management INC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $39,000.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $234.46 on Thursday. The firm has a market capitalization of $35.15 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 1 year low of $188.74 and a 1 year high of $239.34. The business has a 50 day simple moving average of $230.05 and a 200-day simple moving average of $223.70.

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.