OFC Financial Planning LLC Makes New $1.82 Million Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

OFC Financial Planning LLC acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 9,177 shares of the company’s stock, valued at approximately $1,819,000. Vanguard Small-Cap Value ETF comprises about 1.9% of OFC Financial Planning LLC’s holdings, making the stock its 9th largest position.

Several other hedge funds and other institutional investors also recently made changes to their positions in VBR. World Investment Advisors LLC raised its holdings in Vanguard Small-Cap Value ETF by 24,002.3% in the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after acquiring an additional 1,368,129 shares during the period. Captrust Financial Advisors increased its stake in shares of Vanguard Small-Cap Value ETF by 655.6% during the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after purchasing an additional 1,343,457 shares during the period. Aspiriant LLC lifted its holdings in Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after purchasing an additional 362,906 shares during the last quarter. Assetmark Inc. boosted its stake in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after purchasing an additional 139,196 shares during the period. Finally, Christopher J. Hasenberg Inc acquired a new position in Vanguard Small-Cap Value ETF in the 4th quarter valued at $25,917,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR opened at $205.32 on Friday. The stock has a fifty day moving average of $205.45 and a 200-day moving average of $200.42. The company has a market capitalization of $31.01 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a fifty-two week low of $173.32 and a fifty-two week high of $219.01.

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.