Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Purchased by Falcon Wealth Planning

Falcon Wealth Planning raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,182 shares of the company’s stock after acquiring an additional 487 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 0.4% of Falcon Wealth Planning’s holdings, making the stock its 29th biggest position. Falcon Wealth Planning’s holdings in Vanguard Small-Cap Value ETF were worth $3,650,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in VBR. Essex Financial Services Inc. boosted its position in Vanguard Small-Cap Value ETF by 6,841.9% during the second quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock worth $222,833,000 after purchasing an additional 1,203,281 shares in the last quarter. SageView Advisory Group LLC grew its stake in Vanguard Small-Cap Value ETF by 10,480.2% in the 1st quarter. SageView Advisory Group LLC now owns 470,292 shares of the company’s stock valued at $82,428,000 after acquiring an additional 465,847 shares during the last quarter. Cetera Investment Advisers grew its stake in Vanguard Small-Cap Value ETF by 324.7% in the 1st quarter. Cetera Investment Advisers now owns 602,463 shares of the company’s stock valued at $115,601,000 after acquiring an additional 460,617 shares during the last quarter. Retirement Investment Advisors Inc. purchased a new position in Vanguard Small-Cap Value ETF during the 2nd quarter valued at about $57,073,000. Finally, Strategic Financial Concepts LLC raised its position in Vanguard Small-Cap Value ETF by 13,046.3% during the second quarter. Strategic Financial Concepts LLC now owns 247,807 shares of the company’s stock worth $45,230,000 after acquiring an additional 245,922 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.7 %

Shares of VBR traded up $1.39 during mid-day trading on Tuesday, reaching $200.82. 43,389 shares of the company’s stock were exchanged, compared to its average volume of 467,613. Vanguard Small-Cap Value ETF has a 52-week low of $154.40 and a 52-week high of $205.42. The company has a 50-day simple moving average of $198.37 and a two-hundred day simple moving average of $190.97. The company has a market cap of $30.33 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.