Planning Directions Inc. Sells 379 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Planning Directions Inc. decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,017 shares of the company’s stock after selling 379 shares during the quarter. Vanguard Small-Cap Value ETF makes up 0.9% of Planning Directions Inc.’s portfolio, making the stock its 21st biggest holding. Planning Directions Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,589,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of VBR. Pinnacle Associates Ltd. grew its position in Vanguard Small-Cap Value ETF by 30.0% during the third quarter. Pinnacle Associates Ltd. now owns 2,580 shares of the company’s stock valued at $518,000 after buying an additional 595 shares during the period. Gladstone Institutional Advisory LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 13.2% during the 3rd quarter. Gladstone Institutional Advisory LLC now owns 4,301 shares of the company’s stock worth $863,000 after acquiring an additional 503 shares during the last quarter. Forbes Financial Planning Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 4.2% during the 3rd quarter. Forbes Financial Planning Inc. now owns 47,970 shares of the company’s stock valued at $9,631,000 after acquiring an additional 1,951 shares during the period. Pure Financial Advisors LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 2.1% in the 3rd quarter. Pure Financial Advisors LLC now owns 29,726 shares of the company’s stock worth $5,968,000 after purchasing an additional 613 shares in the last quarter. Finally, Carmichael Hill & Associates Inc. raised its holdings in Vanguard Small-Cap Value ETF by 38.6% in the 3rd quarter. Carmichael Hill & Associates Inc. now owns 952 shares of the company’s stock worth $191,000 after purchasing an additional 265 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $197.79 on Monday. The business’s fifty day moving average is $201.67 and its 200 day moving average is $202.13. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The company has a market capitalization of $103.81 billion, a PE ratio of 16.22 and a beta of 1.16.

Vanguard Small-Cap Value ETF Company 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.