E Wealth Partners LLC Grows Stock Holdings in Vanguard Small-Cap Value ETF $VBR

E Wealth Partners LLC raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 32,102 shares of the company’s stock after acquiring an additional 2,251 shares during the quarter. Vanguard Small-Cap Value ETF makes up 5.6% of E Wealth Partners LLC’s portfolio, making the stock its 4th largest 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.

A number of other hedge funds have also recently modified their holdings of the business. Klingman & Associates LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 106.6% during the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock valued at $1,701,000 after buying an additional 4,144 shares in the last quarter. Clayton Financial Group LLC increased its holdings in Vanguard Small-Cap Value ETF by 28.9% in the 4th quarter. Clayton Financial Group LLC now owns 42,721 shares of the company’s stock worth $9,048,000 after acquiring an additional 9,581 shares in the last quarter. Forbes Financial Planning Inc. increased its holdings in Vanguard Small-Cap Value ETF by 15.3% in the 4th quarter. Forbes Financial Planning Inc. now owns 52,246 shares of the company’s stock worth $11,066,000 after acquiring an additional 6,920 shares in the last quarter. Northwest Quadrant Wealth Management LLC raised its stake in Vanguard Small-Cap Value ETF by 1.7% during the 4th quarter. Northwest Quadrant Wealth Management LLC now owns 135,704 shares of the company’s stock worth $28,741,000 after acquiring an additional 2,275 shares during the period. Finally, Fifth Third Securities Inc. raised its stake in Vanguard Small-Cap Value ETF by 6.0% during the 4th quarter. Fifth Third Securities Inc. now owns 45,739 shares of the company’s stock worth $9,687,000 after acquiring an additional 2,599 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR opened at $244.63 on Monday. The company has a market capitalization 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 simple moving average is $240.38 and its two-hundred day simple moving average is $231.04.

Vanguard Small-Cap Value ETF Company 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.