EP Wealth Advisors LLC Cuts Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

EP Wealth Advisors LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 34,836 shares of the company’s stock after selling 1,326 shares during the quarter. EP Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,358,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in VBR. Webster Bank N. A. boosted its holdings in Vanguard Small-Cap Value ETF by 153.5% in the second quarter. Webster Bank N. A. now owns 180 shares of the company’s stock valued at $33,000 after acquiring an additional 109 shares in the last quarter. Motco bought a new stake in shares of Vanguard Small-Cap Value ETF during the 1st quarter valued at about $36,000. LifeSteps Financial Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF during the first quarter valued at about $37,000. Palisade Asset Management LLC bought a new position in Vanguard Small-Cap Value ETF in the first quarter worth about $44,000. Finally, Global Wealth Strategies & Associates raised its stake in Vanguard Small-Cap Value ETF by 30.2% in the first quarter. Global Wealth Strategies & Associates now owns 237 shares of the company’s stock worth $45,000 after buying an additional 55 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $200.78 on Tuesday. Vanguard Small-Cap Value ETF has a fifty-two week low of $148.75 and a fifty-two week high of $202.15. The stock’s 50 day simple moving average is $193.80 and its two-hundred day simple moving average is $188.31. The stock has a market cap of $30.33 billion, a price-to-earnings 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.