Forbes Financial Planning Inc. Has $9.53 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Forbes Financial Planning Inc. grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 48,106 shares of the company’s stock after buying an additional 136 shares during the period. Vanguard Small-Cap Value ETF comprises about 7.0% of Forbes Financial Planning Inc.’s portfolio, making the stock its 2nd biggest holding. Forbes Financial Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $9,534,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Evoke Wealth LLC grew its position in shares of Vanguard Small-Cap Value ETF by 5.0% in the 4th quarter. Evoke Wealth LLC now owns 4,773 shares of the company’s stock valued at $946,000 after acquiring an additional 228 shares during the period. Carlson Capital Management grew its position in shares of Vanguard Small-Cap Value ETF by 1.3% in the 4th quarter. Carlson Capital Management now owns 5,331 shares of the company’s stock valued at $1,056,000 after acquiring an additional 66 shares during the period. Thrivent Financial for Lutherans grew its position in shares of Vanguard Small-Cap Value ETF by 1.9% in the 4th quarter. Thrivent Financial for Lutherans now owns 60,335 shares of the company’s stock valued at $11,987,000 after acquiring an additional 1,098 shares during the period. Dopkins Wealth Management LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 12.2% during the 4th quarter. Dopkins Wealth Management LLC now owns 2,996 shares of the company’s stock worth $594,000 after buying an additional 325 shares during the last quarter. Finally, Curio Wealth LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth about $108,000.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $188.81 on Wednesday. The firm has a 50-day moving average of $199.19 and a 200-day moving average of $201.60. The stock has a market cap of $101.03 billion, a PE ratio of 15.39 and a beta of 1.16. Vanguard Small-Cap Value ETF has a 52-week low of $177.15 and a 52-week high of $219.01.

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.