Fee Only Financial Planning L.C. Has $10.70 Million Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Fee Only Financial Planning L.C. trimmed its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 54,012 shares of the company’s stock after selling 1,360 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 6.9% of Fee Only Financial Planning L.C.’s investment portfolio, making the stock its 4th largest holding. Fee Only Financial Planning L.C.’s holdings in Vanguard Small-Cap Value ETF were worth $10,704,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. Assetmark Inc. grew its position in Vanguard Small-Cap Value ETF by 3.8% during the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after buying an additional 139,196 shares during the period. Captrust Financial Advisors boosted its position in shares of Vanguard Small-Cap Value ETF by 655.6% in 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. World Investment Advisors LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 24,002.3% in the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after purchasing an additional 1,368,129 shares during the period. LPL Financial LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 7.0% in the third quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after purchasing an additional 80,279 shares during the period. Finally, Aspiriant LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 42.1% in the fourth 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 period.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $197.94 on Thursday. The firm has a market cap of $103.89 billion, a P/E ratio of 16.22 and a beta of 1.16. Vanguard Small-Cap Value ETF has a 1-year low of $177.15 and a 1-year high of $219.01. The company has a 50 day simple moving average of $201.74 and a two-hundred day simple moving average of $201.89.

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.