PDS Planning Inc Reduces Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

PDS Planning Inc lowered its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 92,416 shares of the company’s stock after selling 3,828 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 1.6% of PDS Planning Inc’s portfolio, making the stock its 15th biggest holding. PDS Planning Inc’s holdings in Vanguard Small-Cap Value ETF were worth $18,315,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of VBR. World Investment Advisors LLC boosted its holdings in Vanguard Small-Cap Value ETF by 24,002.3% during 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 lifted its holdings in shares of Vanguard Small-Cap Value ETF by 655.6% in the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after buying an additional 1,343,457 shares during the period. Strategic Financial Concepts LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 21,217.5% in the 4th quarter. Strategic Financial Concepts LLC now owns 1,034,964 shares of the company’s stock worth $205,109,000 after buying an additional 1,030,109 shares during the period. Raymond James Financial Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth $194,785,000. Finally, Life Planning Partners Inc lifted its holdings in shares of Vanguard Small-Cap Value ETF by 19,718.0% in the 4th quarter. Life Planning Partners Inc now owns 713,250 shares of the company’s stock worth $141,352,000 after buying an additional 709,651 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 1.3 %

Shares of VBR stock opened at $189.74 on Tuesday. Vanguard Small-Cap Value ETF has a twelve month low of $177.15 and a twelve month high of $219.01. The stock has a market capitalization of $101.52 billion, a price-to-earnings ratio of 15.39 and a beta of 1.16. The stock has a fifty day simple moving average of $199.39 and a two-hundred day simple moving average of $201.67.

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.