EverSource Wealth Advisors LLC Has $5.48 Million Holdings in Vanguard Small-Cap Value ETF $VBR

EverSource Wealth Advisors LLC lifted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 55.2% in the 1st quarter, Holdings Channel reports. The fund owned 25,228 shares of the company’s stock after buying an additional 8,974 shares during the period. EverSource Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,481,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Klingman & Associates LLC boosted its position in 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 worth $1,701,000 after acquiring an additional 4,144 shares during the period. Clayton Financial Group LLC increased its holdings in shares of 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 valued at $9,048,000 after purchasing an additional 9,581 shares during the period. Forbes Financial Planning Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 15.3% in the fourth quarter. Forbes Financial Planning Inc. now owns 52,246 shares of the company’s stock worth $11,066,000 after purchasing an additional 6,920 shares in the last quarter. Northwest Quadrant Wealth Management LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 1.7% in the fourth quarter. Northwest Quadrant Wealth Management LLC now owns 135,704 shares of the company’s stock worth $28,741,000 after purchasing an additional 2,275 shares in the last quarter. Finally, Fifth Third Securities Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 6.0% during the fourth quarter. Fifth Third Securities Inc. now owns 45,739 shares of the company’s stock worth $9,687,000 after purchasing an additional 2,599 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $248.10 on Wednesday. The company’s 50 day moving average price is $239.55 and its 200 day moving average price is $230.54. Vanguard Small-Cap Value ETF has a 52 week low of $193.00 and a 52 week high of $248.28. The company has a market capitalization of $37.67 billion, a PE ratio of 14.99 and a beta of 0.96.

About Vanguard Small-Cap Value ETF

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.