Evergreen Wealth Management LLC Has $4.06 Million Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Evergreen Wealth Management LLC boosted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.8% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 20,221 shares of the company’s stock after acquiring an additional 933 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 2.4% of Evergreen Wealth Management LLC’s portfolio, making the stock its 15th largest position. Evergreen Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,060,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of VBR. Planning Capital Management Corp acquired a new stake in Vanguard Small-Cap Value ETF in the third quarter worth $34,000. Webster Bank N. A. raised its holdings in Vanguard Small-Cap Value ETF by 153.5% in the second quarter. Webster Bank N. A. now owns 180 shares of the company’s stock worth $33,000 after purchasing an additional 109 shares during the period. Exchange Traded Concepts LLC acquired a new stake in Vanguard Small-Cap Value ETF in the third quarter worth $42,000. MeadowBrook Investment Advisors LLC raised its holdings in Vanguard Small-Cap Value ETF by 95.7% in the third quarter. MeadowBrook Investment Advisors LLC now owns 225 shares of the company’s stock worth $45,000 after purchasing an additional 110 shares during the period. Finally, Family Asset Management LLC acquired a new stake in Vanguard Small-Cap Value ETF in the second quarter worth $46,000.

Vanguard Small-Cap Value ETF Price Performance

VBR traded down $1.47 during mid-day trading on Friday, hitting $207.03. The stock had a trading volume of 902,937 shares, compared to its average volume of 471,426. The stock’s fifty day simple moving average is $200.64 and its 200-day simple moving average is $192.41. Vanguard Small-Cap Value ETF has a 1-year low of $161.23 and a 1-year high of $214.96. The firm has a market capitalization of $31.27 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.