Everhart Financial Group Inc. Has $62.06 Million Stake in Vanguard Small-Cap Value ETF $VBR

Everhart Financial Group Inc. grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 352.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 255,385 shares of the company’s stock after purchasing an additional 198,989 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 4.0% of Everhart Financial Group Inc.’s portfolio, making the stock its 7th biggest position. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $62,056,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Klingman & Associates LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 106.6% in the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock valued at $1,701,000 after acquiring an additional 4,144 shares in the last quarter. Forbes Financial Planning Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 15.3% during the 4th quarter. Forbes Financial Planning Inc. now owns 52,246 shares of the company’s stock valued at $11,066,000 after acquiring an additional 6,920 shares during the period. Northwest Quadrant Wealth Management LLC boosted its stake in Vanguard Small-Cap Value ETF by 1.7% during the fourth 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 in the last quarter. Integrity Alliance LLC. boosted its stake in Vanguard Small-Cap Value ETF by 37.4% during the fourth quarter. Integrity Alliance LLC. now owns 24,829 shares of the company’s stock worth $5,259,000 after acquiring an additional 6,752 shares in the last quarter. Finally, Greenspring Advisors LLC boosted its stake in Vanguard Small-Cap Value ETF by 192.2% during the fourth quarter. Greenspring Advisors LLC now owns 9,423 shares of the company’s stock worth $1,996,000 after acquiring an additional 6,198 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.6%

NYSEARCA:VBR opened at $249.90 on Friday. Vanguard Small-Cap Value ETF has a 12 month low of $197.48 and a 12 month high of $251.66. The stock has a market capitalization of $37.94 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The firm has a fifty day simple moving average of $241.85 and a two-hundred day simple moving average of $231.88.

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.