Total Wealth Planning LLC Sells 1,295 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Total Wealth Planning LLC trimmed its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 97,002 shares of the company’s stock after selling 1,295 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 3.0% of Total Wealth Planning LLC’s holdings, making the stock its 11th largest position. Total Wealth Planning LLC owned 0.06% of Vanguard Small-Cap Value ETF worth $19,224,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in VBR. Family Wealth Partners LLC grew its position in shares of Vanguard Small-Cap Value ETF by 5.2% in the 4th quarter. Family Wealth Partners LLC now owns 50,041 shares of the company’s stock worth $9,917,000 after buying an additional 2,478 shares during the period. Decker Retirement Planning Inc. purchased a new stake in Vanguard Small-Cap Value ETF in the fourth quarter worth about $79,000. Capital Advisors Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 1.3% during the fourth quarter. Capital Advisors Wealth Management LLC now owns 50,697 shares of the company’s stock valued at $10,047,000 after purchasing an additional 646 shares in the last quarter. Inspirion Wealth Advisors LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 3.0% in the 4th quarter. Inspirion Wealth Advisors LLC now owns 231,145 shares of the company’s stock worth $45,887,000 after purchasing an additional 6,783 shares in the last quarter. Finally, Flywheel Private Wealth LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $9,278,000.

Vanguard Small-Cap Value ETF Trading Up 0.6 %

Shares of NYSEARCA:VBR opened at $203.66 on Friday. The stock has a fifty day simple moving average of $206.16 and a two-hundred day simple moving average of $198.78. Vanguard Small-Cap Value ETF has a 12-month low of $171.31 and a 12-month high of $219.01. The stock has a market capitalization of $30.76 billion, a price-to-earnings 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.