Center for Financial Planning Inc. Has $11.42 Million Stock Position in Vanguard Small-Cap Value ETF $VBR

Center for Financial Planning Inc. lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 76.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,544 shares of the company’s stock after selling 185,799 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 1.3% of Center for Financial Planning Inc.’s investment portfolio, making the stock its 10th largest position. Center for Financial Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $11,417,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also modified their holdings of VBR. Blume Capital Management Inc. acquired a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter valued at $29,000. Wayfinding Financial LLC bought a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at $35,000. JNBA Financial Advisors raised its position in Vanguard Small-Cap Value ETF by 137.2% in the 2nd quarter. JNBA Financial Advisors now owns 204 shares of the company’s stock valued at $40,000 after purchasing an additional 118 shares during the last quarter. Clearstead Trust LLC raised its position in Vanguard Small-Cap Value ETF by 388.2% in the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after purchasing an additional 198 shares during the last quarter. Finally, Financial Gravity Asset Management Inc. bought a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at $48,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $206.51 on Friday. The stock has a fifty day moving average price of $208.71 and a two-hundred day moving average price of $198.36. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01. The company has a market cap of $31.05 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

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.