Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Holdings Increased by Total Wealth Planning LLC

Total Wealth Planning LLC grew its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 96,172 shares of the company’s stock after buying an additional 2,204 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 3.1% of Total Wealth Planning LLC’s holdings, making the stock its 10th largest position. Total Wealth Planning LLC’s holdings in Vanguard Small-Cap Value ETF were worth $17,308,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Integrated Wealth Concepts LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 9.3% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock valued at $2,196,000 after buying an additional 1,170 shares during the period. Retirement Investment Advisors Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 57.8% during the 3rd quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock valued at $70,430,000 after buying an additional 161,791 shares during the period. White Wing Wealth Management bought a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at $3,584,000. RWA Wealth Partners LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 3.1% during the 4th quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock valued at $64,866,000 after buying an additional 10,762 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 24.3% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock valued at $405,000 after buying an additional 440 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 0.4 %

Vanguard Small-Cap Value ETF stock traded up $0.68 during trading on Friday, reaching $182.46. The company had a trading volume of 289,012 shares, compared to its average volume of 566,014. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44. The firm’s 50-day simple moving average is $184.29 and its 200 day simple moving average is $174.42. The firm has a market capitalization of $27.56 billion, a price-to-earnings ratio of 11.50 and a beta of 1.09.

Vanguard Small-Cap Value ETF Company 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.