Investments & Financial Planning LLC Has $380,000 Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Investments & Financial Planning LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 35.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,892 shares of the company’s stock after selling 1,035 shares during the period. Vanguard Small-Cap Value ETF accounts for 0.2% of Investments & Financial Planning LLC’s portfolio, making the stock its 25th largest holding. Investments & Financial Planning LLC’s holdings in Vanguard Small-Cap Value ETF were worth $380,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Webster Bank N. A. increased 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 worth $33,000 after buying an additional 109 shares during the last quarter. Motco acquired a new position in Vanguard Small-Cap Value ETF in the first quarter worth approximately $36,000. Exchange Traded Concepts LLC acquired a new position in Vanguard Small-Cap Value ETF in the third quarter worth approximately $42,000. Palisade Asset Management LLC acquired a new position in Vanguard Small-Cap Value ETF in the first quarter worth approximately $44,000. Finally, Family Asset Management LLC acquired a new position in Vanguard Small-Cap Value ETF in the second quarter worth approximately $46,000.

Vanguard Small-Cap Value ETF Stock Up 0.1 %

Shares of VBR stock opened at $202.39 on Wednesday. The business’s 50 day moving average is $195.41 and its two-hundred day moving average is $189.31. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $204.77. The company has a market cap of $30.57 billion, a PE ratio of 11.42 and a beta of 1.09.

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.