Peak Retirement Planning Inc. Boosts Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Peak Retirement Planning Inc. lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 32.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 31,843 shares of the company’s stock after acquiring an additional 7,815 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 1.9% of Peak Retirement Planning Inc.’s holdings, making the stock its 13th largest holding. Peak Retirement Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $6,646,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Blume Capital Management Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the second quarter worth $29,000. Westfuller Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the 3rd quarter valued at $29,000. Traub Capital Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth $30,000. Financial Gravity Companies Inc. bought a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth $33,000. Finally, Front Row Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth $35,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $224.96 on Tuesday. The stock’s 50-day moving average is $217.50 and its 200 day moving average is $210.05. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $229.19. The company has a market cap of $34.21 billion, a P/E ratio of 14.99 and a beta of 1.05.

About Vanguard Small-Cap Value ETF

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.