Retirement Planning Group LLC Boosts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Retirement Planning Group LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 103.2% during the 3rd quarter, HoldingsChannel reports. The firm owned 7,844 shares of the company’s stock after acquiring an additional 3,984 shares during the period. Retirement Planning Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,575,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Envestnet Asset Management Inc. raised its position in Vanguard Small-Cap Value ETF by 0.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,188,628 shares of the company’s stock worth $399,468,000 after buying an additional 15,238 shares during the last quarter. Axiom Advisory LLC raised its holdings in Vanguard Small-Cap Value ETF by 7.6% during the third quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock worth $279,093,000 after purchasing an additional 102,423 shares in the last quarter. Mather Group LLC. lifted its position in Vanguard Small-Cap Value ETF by 1.0% in the second quarter. Mather Group LLC. now owns 1,452,121 shares of the company’s stock valued at $278,633,000 after purchasing an additional 14,596 shares during the period. Sei Investments Co. raised its stake in shares of Vanguard Small-Cap Value ETF by 5.5% during the 2nd quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock worth $243,866,000 after buying an additional 69,169 shares in the last quarter. Finally, Essex Financial Services Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 6,841.9% in the 2nd quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock valued at $222,833,000 after buying an additional 1,203,281 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $200.84 on Friday. The firm has a market capitalization of $30.34 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1-year low of $148.75 and a 1-year high of $202.15. The business’s fifty day moving average price is $194.66 and its 200 day moving average price is $189.18.

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.