Shepherd Financial Partners LLC Has $36.27 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Shepherd Financial Partners LLC increased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.5% during the fourth quarter, Holdings Channel reports. The firm owned 183,032 shares of the company’s stock after buying an additional 954 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 4.3% of Shepherd Financial Partners LLC’s portfolio, making the stock its 5th largest holding. Shepherd Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $36,273,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of VBR. Assetmark Inc. increased its position in Vanguard Small-Cap Value ETF by 3.8% during the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after buying an additional 139,196 shares during the last quarter. Captrust Financial Advisors boosted its stake in shares of Vanguard Small-Cap Value ETF by 655.6% during the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after acquiring an additional 1,343,457 shares during the period. World Investment Advisors LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 24,002.3% during the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after acquiring an additional 1,368,129 shares during the last quarter. LPL Financial LLC raised its stake in Vanguard Small-Cap Value ETF by 7.0% in the 3rd quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock valued at $247,088,000 after acquiring an additional 80,279 shares during the period. Finally, Aspiriant LLC raised its stake in Vanguard Small-Cap Value ETF by 42.1% in the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after acquiring an additional 362,906 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $203.43 on Friday. Vanguard Small-Cap Value ETF has a one year low of $174.19 and a one year high of $219.01. The stock has a market cap of $30.73 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The company has a fifty day moving average price of $204.31 and a two-hundred day moving average price of $200.80.

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.