Retirement Planning Group LLC Boosts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Retirement Planning Group LLC grew its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 103.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,844 shares of the company’s stock after buying an additional 3,984 shares during the period. Retirement Planning Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,575,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the business. Able Wealth Management LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $55,000. American Trust lifted its position in Vanguard Small-Cap Value ETF by 44.1% in the fourth quarter. American Trust now owns 3,408 shares of the company’s stock valued at $613,000 after acquiring an additional 1,043 shares during the last quarter. Centaurus Financial Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 21.1% during the fourth quarter. Centaurus Financial Inc. now owns 3,375 shares of the company’s stock worth $607,000 after purchasing an additional 588 shares during the last quarter. EP Wealth Advisors LLC increased its position in shares of Vanguard Small-Cap Value ETF by 28.2% during the fourth quarter. EP Wealth Advisors LLC now owns 36,380 shares of the company’s stock worth $6,547,000 after purchasing an additional 8,007 shares in the last quarter. Finally, Creekmur Asset Management LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $291,000.

Vanguard Small-Cap Value ETF Stock Up 1.6 %

NYSEARCA:VBR opened at $200.84 on Friday. The company has a market capitalization of $30.34 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $202.15. The stock’s 50 day moving average price is $194.66 and its 200 day moving average price is $189.18.

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.