Prosperity Planning Inc. Has $12.19 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Prosperity Planning Inc. grew its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,741 shares of the company’s stock after acquiring an additional 3,510 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 4.6% of Prosperity Planning Inc.’s holdings, making the stock its 6th biggest position. Prosperity Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $12,191,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of VBR. Advisory Alpha LLC grew its position in shares of Vanguard Small-Cap Value ETF by 2.2% in the 4th quarter. Advisory Alpha LLC now owns 2,748 shares of the company’s stock valued at $495,000 after purchasing an additional 58 shares during the period. Jackson Creek Investment Advisors LLC raised its stake in Vanguard Small-Cap Value ETF by 1.7% in the 3rd quarter. Jackson Creek Investment Advisors LLC now owns 3,843 shares of the company’s stock valued at $613,000 after acquiring an additional 63 shares during the period. Winthrop Advisory Group LLC raised its stake in Vanguard Small-Cap Value ETF by 5.0% in the 3rd quarter. Winthrop Advisory Group LLC now owns 1,339 shares of the company’s stock valued at $213,000 after acquiring an additional 64 shares during the period. Wade G W & Inc. raised its stake in Vanguard Small-Cap Value ETF by 4.6% in the 3rd quarter. Wade G W & Inc. now owns 1,487 shares of the company’s stock valued at $237,000 after acquiring an additional 65 shares during the period. Finally, Indiana Trust & Investment Management CO raised its stake in Vanguard Small-Cap Value ETF by 29.1% in the 4th quarter. Indiana Trust & Investment Management CO now owns 293 shares of the company’s stock valued at $53,000 after acquiring an additional 66 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

VBR traded up $0.13 during trading hours on Wednesday, reaching $180.49. The company’s stock had a trading volume of 479,414 shares, compared to its average volume of 559,238. The firm has a market cap of $27.26 billion, a PE ratio of 11.42 and a beta of 1.09. The company’s 50-day moving average is $184.38 and its 200-day moving average is $174.90. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44.

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.