Goepper Burkhardt LLC Lowers Holdings in Vanguard Small-Cap Value ETF $VBR

Goepper Burkhardt LLC decreased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 33.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,620 shares of the company’s stock after selling 5,720 shares during the quarter. Vanguard Small-Cap Value ETF comprises 0.8% of Goepper Burkhardt LLC’s holdings, making the stock its 23rd largest holding. 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 large investors have also modified their holdings of VBR. Motiv8 Investments LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at about $29,000. Birchbrook Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $30,000. Modus Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $30,000. Toth Financial Advisory Corp acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at approximately $36,000. Finally, Tower View Wealth Management LLC purchased a new stake in Vanguard Small-Cap Value ETF in the first quarter valued at approximately $37,000.

Vanguard Small-Cap Value ETF Stock Up 0.5%

NYSEARCA:VBR opened at $243.41 on Wednesday. Vanguard Small-Cap Value ETF has a 52 week low of $193.00 and a 52 week high of $246.87. The stock’s fifty day moving average is $237.93 and its two-hundred day moving average is $229.53. The stock has a market capitalization of $36.96 billion, a price-to-earnings 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.