PDS Planning Inc Has $19.32 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

PDS Planning Inc decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 74.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 96,244 shares of the company’s stock after selling 274,830 shares during the period. Vanguard Small-Cap Value ETF makes up about 1.7% of PDS Planning Inc’s portfolio, making the stock its 14th biggest holding. PDS Planning Inc’s holdings in Vanguard Small-Cap Value ETF were worth $19,324,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the company. Envestnet Asset Management Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 0.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,188,628 shares of the company’s stock worth $399,468,000 after acquiring an additional 15,238 shares in the last quarter. Axiom Advisory LLC boosted its position in Vanguard Small-Cap Value ETF by 7.6% in the third quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock valued at $279,093,000 after buying an additional 102,423 shares in the last quarter. Mather Group LLC. boosted its position in Vanguard Small-Cap Value ETF by 1.0% in the second quarter. Mather Group LLC. now owns 1,452,121 shares of the company’s stock valued at $278,633,000 after buying an additional 14,596 shares in the last quarter. Sei Investments Co. raised its stake in shares of Vanguard Small-Cap Value ETF by 5.5% during the second quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock valued at $243,866,000 after acquiring an additional 69,169 shares during the last quarter. Finally, Essex Financial Services Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 6,841.9% during the second quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock valued at $222,833,000 after acquiring an additional 1,203,281 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR traded up $1.69 during mid-day trading on Monday, reaching $200.52. 76,742 shares of the stock were exchanged, compared to its average volume of 468,107. Vanguard Small-Cap Value ETF has a one year low of $154.40 and a one year high of $205.42. The stock has a 50 day simple moving average of $198.34 and a 200-day simple moving average of $190.81. The stock has a market cap of $30.29 billion, a P/E 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.