Goepper Burkhardt LLC Cuts Stake in Vanguard Small-Cap Value ETF $VBR

Goepper Burkhardt LLC cut its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 33.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,620 shares of the company’s stock after selling 5,720 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 0.8% of Goepper Burkhardt LLC’s investment portfolio, making the stock its 23rd largest position. Goepper Burkhardt LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,524,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of VBR. Motiv8 Investments LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $29,000. Birchbrook Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter worth about $30,000. Modus Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at about $30,000. Toth Financial Advisory Corp purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $36,000. Finally, Tower View Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the first quarter worth about $37,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $243.41 on Wednesday. The business has a 50-day simple moving average of $237.93 and a 200-day simple moving average of $229.53. Vanguard Small-Cap Value ETF has a one year low of $193.00 and a one year high of $246.87. The company has a market cap of $36.96 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.