Phillips Financial Management LLC Decreases Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Phillips Financial Management LLC trimmed its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.4% during the fourth quarter, HoldingsChannel reports. The firm owned 69,174 shares of the company’s stock after selling 1,678 shares during the period. Vanguard Small-Cap Value ETF comprises about 1.1% of Phillips Financial Management LLC’s investment portfolio, making the stock its 26th biggest holding. Phillips Financial Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $13,709,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also bought and sold shares of the company. Sunbelt Securities Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at approximately $25,000. Teachers Insurance & Annuity Association of America purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at approximately $26,000. FSA Wealth Management LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 3rd quarter valued at approximately $28,000. Eastern Bank acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at approximately $32,000. Finally, Fairway Wealth LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at approximately $33,000.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $185.53 on Thursday. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The firm has a 50 day moving average price of $200.12 and a 200 day moving average price of $201.85. The company has a market capitalization of $97.38 billion, a PE ratio of 16.22 and a beta of 1.16.

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.