Vanguard Small-Cap Value ETF $VBR Shares Sold by Total Wealth Planning LLC

Total Wealth Planning LLC trimmed its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 94.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,862 shares of the company’s stock after selling 102,813 shares during the quarter. Vanguard Small-Cap Value ETF makes up 2.7% of Total Wealth Planning LLC’s holdings, making the stock its 13th biggest holding. Total Wealth Planning LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,241,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of VBR. Hazlett Burt & Watson Inc. raised its holdings in Vanguard Small-Cap Value ETF by 4.1% during the fourth quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock worth $254,000 after purchasing an additional 47 shares in the last quarter. Columbia Asset Management lifted its stake in Vanguard Small-Cap Value ETF by 3.3% during the fourth quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock worth $333,000 after purchasing an additional 50 shares during the last quarter. Barnes Pettey Financial Advisors LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 2.5% during the fourth quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock valued at $432,000 after purchasing an additional 50 shares during the period. Franklin Resources Inc. boosted its position in Vanguard Small-Cap Value ETF by 1.5% during the 3rd quarter. Franklin Resources Inc. now owns 3,566 shares of the company’s stock worth $744,000 after acquiring an additional 51 shares during the period. Finally, Mcdonald Partners LLC increased its position in shares of Vanguard Small-Cap Value ETF by 1.5% during the 4th quarter. Mcdonald Partners LLC now owns 3,434 shares of the company’s stock worth $727,000 after purchasing an additional 51 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.9%

NYSEARCA:VBR opened at $241.32 on Friday. The firm has a market capitalization of $36.18 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The business’s 50-day moving average price is $230.96 and its two-hundred day moving average price is $224.07. Vanguard Small-Cap Value ETF has a 1-year low of $188.74 and a 1-year high of $242.39.

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. 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.