OLIO Financial Planning Has $3.36 Million Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

OLIO Financial Planning trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 57.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,935 shares of the company’s stock after selling 22,969 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 1.2% of OLIO Financial Planning’s portfolio, making the stock its 12th largest position. OLIO Financial Planning’s holdings in Vanguard Small-Cap Value ETF were worth $3,356,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in VBR. Sunbelt Securities Inc. purchased a new stake in Vanguard Small-Cap Value ETF in the 3rd quarter worth about $25,000. Teachers Insurance & Annuity Association of America acquired a new position in shares of Vanguard Small-Cap Value ETF in the 3rd quarter valued at about $26,000. FSA Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 3rd quarter valued at about $28,000. Eastern Bank purchased a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $32,000. Finally, Planning Capital Management Corp acquired a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter worth approximately $34,000.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $206.64 on Monday. Vanguard Small-Cap Value ETF has a twelve month low of $173.32 and a twelve month high of $219.01. The firm has a market cap of $31.21 billion, a PE ratio of 11.42 and a beta of 1.09. The firm’s 50 day moving average price is $205.63 and its two-hundred day moving average price is $200.09.

Vanguard Small-Cap Value ETF 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.