Vanguard Small-Cap Value ETF $VBR Shares Sold by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. reduced its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 146,704 shares of the company’s stock after selling 10,619 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 7.3% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 4th biggest holding. Waller Financial Planning Group Inc. owned approximately 0.10% of Vanguard Small-Cap Value ETF worth $35,648,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bank of America Corp DE lifted its holdings in Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after buying an additional 560,544 shares during the last quarter. Assetmark Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 2.7% in the 4th quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after acquiring an additional 113,412 shares during the last quarter. Valpey Financial Services LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after acquiring an additional 4,249,980 shares during the last quarter. LPL Financial LLC raised its position in shares of Vanguard Small-Cap Value ETF by 0.6% during the 4th quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock valued at $304,705,000 after acquiring an additional 8,609 shares in the last quarter. Finally, Captrust Financial Advisors raised its position in shares of Vanguard Small-Cap Value ETF by 0.9% during the 4th quarter. Captrust Financial Advisors now owns 1,236,013 shares of the company’s stock valued at $261,775,000 after acquiring an additional 11,525 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR opened at $251.23 on Wednesday. The business’s fifty day moving average price is $241.00 and its 200 day moving average price is $231.42. Vanguard Small-Cap Value ETF has a 12-month low of $196.68 and a 12-month high of $251.44. The stock has a market capitalization of $38.14 billion, a PE ratio of 14.99 and a beta of 0.96.

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. 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.