Evergreen Wealth Management LLC Grows Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Evergreen Wealth Management LLC raised its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,929 shares of the company’s stock after purchasing an additional 708 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 2.5% of Evergreen Wealth Management LLC’s portfolio, making the stock its 15th largest holding. Evergreen Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,148,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Team Hewins LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $450,000. JPMorgan Chase & Co. raised its holdings in shares of Vanguard Small-Cap Value ETF by 8.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after buying an additional 44,114 shares during the period. Diversified Portfolios Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% during the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after buying an additional 200 shares during the period. Aspiriant LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after buying an additional 362,906 shares during the period. Finally, Stratos Wealth Partners LTD. raised its holdings in shares of Vanguard Small-Cap Value ETF by 16.0% during the 4th quarter. Stratos Wealth Partners LTD. now owns 11,535 shares of the company’s stock valued at $2,286,000 after buying an additional 1,595 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 0.0 %

VBR stock opened at $203.47 on Monday. Vanguard Small-Cap Value ETF has a 52-week low of $177.15 and a 52-week high of $219.01. The stock’s 50 day moving average is $202.96 and its two-hundred day moving average is $201.21. The company has a market capitalization of $30.73 billion, a PE ratio of 11.42 and a beta of 1.09.

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.