Donalies Financial Planning LLC Invests $1.93 Million in Vanguard Small-Cap Value ETF $VBR

Donalies Financial Planning LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,130 shares of the company’s stock, valued at approximately $1,934,000. Vanguard Small-Cap Value ETF accounts for approximately 1.6% of Donalies Financial Planning LLC’s holdings, making the stock its 19th biggest holding.

Other institutional investors also recently bought and sold shares of the company. Balentine LLC purchased a new position in Vanguard Small-Cap Value ETF during the third quarter valued at approximately $29,000. Motiv8 Investments LLC purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $29,000. Birchbrook Inc. purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $30,000. Modus Advisors LLC purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $30,000. Finally, Toth Financial Advisory Corp purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $36,000.

Vanguard Small-Cap Value ETF Stock Down 0.2%

Shares of VBR stock opened at $240.51 on Wednesday. The firm has a market cap of $36.06 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The company’s 50 day moving average is $231.84 and its 200 day moving average is $224.63. Vanguard Small-Cap Value ETF has a 52-week low of $188.95 and a 52-week high of $244.00.

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.