OLIO Financial Planning Lowers Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

OLIO Financial Planning trimmed its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,904 shares of the company’s stock after selling 114 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 3.1% of OLIO Financial Planning’s holdings, making the stock its 8th largest position. OLIO Financial Planning’s holdings in Vanguard Small-Cap Value ETF were worth $7,260,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Highlander Capital Management LLC bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter valued at about $25,000. Pacific Capital Wealth Advisors Inc. purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $25,000. American National Bank boosted its stake in Vanguard Small-Cap Value ETF by 120.4% in the 4th quarter. American National Bank now owns 205 shares of the company’s stock worth $37,000 after purchasing an additional 112 shares during the period. MeadowBrook Investment Advisors LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at approximately $40,000. Finally, Bfsg LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at approximately $42,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock traded up $0.41 during mid-day trading on Thursday, hitting $181.50. The company had a trading volume of 246,179 shares, compared to its average volume of 497,290. The stock’s 50 day moving average price is $184.78 and its 200-day moving average price is $182.22. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $192.44. The company has a market capitalization of $27.42 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.