Total Wealth Planning LLC Boosts Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Total Wealth Planning LLC boosted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 98,297 shares of the company’s stock after buying an additional 1,867 shares during the period. Vanguard Small-Cap Value ETF makes up about 3.1% of Total Wealth Planning LLC’s portfolio, making the stock its 11th biggest holding. Total Wealth Planning LLC’s holdings in Vanguard Small-Cap Value ETF were worth $19,736,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Gibson Capital LLC raised its position in shares of Vanguard Small-Cap Value ETF by 1.9% during the 2nd quarter. Gibson Capital LLC now owns 2,956 shares of the company’s stock valued at $540,000 after buying an additional 54 shares in the last quarter. Global Wealth Strategies & Associates raised its holdings in Vanguard Small-Cap Value ETF by 30.2% during the 1st quarter. Global Wealth Strategies & Associates now owns 237 shares of the company’s stock valued at $45,000 after buying an additional 55 shares during the period. Diversified LLC lifted its position in Vanguard Small-Cap Value ETF by 1.8% in the first quarter. Diversified LLC now owns 3,084 shares of the company’s stock worth $592,000 after buying an additional 55 shares during the last quarter. Silver Oak Advisory Group Inc. boosted its stake in Vanguard Small-Cap Value ETF by 1.9% during the second quarter. Silver Oak Advisory Group Inc. now owns 2,951 shares of the company’s stock worth $538,000 after buying an additional 55 shares during the period. Finally, Versant Capital Management Inc increased its position in Vanguard Small-Cap Value ETF by 2.4% during the second quarter. Versant Capital Management Inc now owns 2,576 shares of the company’s stock valued at $470,000 after acquiring an additional 60 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock traded up $3.07 during trading on Friday, hitting $200.84. The stock had a trading volume of 227,970 shares, compared to its average volume of 476,037. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $202.15. The firm’s fifty day simple moving average is $194.41 and its 200-day simple moving average is $189.07. The stock has a market cap of $30.34 billion, a PE ratio of 11.42 and a beta of 1.09.

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.