Total Wealth Planning LLC Has $18.22 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Total Wealth Planning LLC cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 94,939 shares of the company’s stock after selling 1,233 shares during the quarter. Vanguard Small-Cap Value ETF makes up 3.1% of Total Wealth Planning LLC’s portfolio, making the stock its 10th largest holding. Total Wealth Planning LLC owned about 0.06% of Vanguard Small-Cap Value ETF worth $18,217,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VBR. Highlander Capital Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at $25,000. Pacific Capital Wealth Advisors Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $25,000. American National Bank increased its stake in shares of Vanguard Small-Cap Value ETF by 120.4% in the fourth quarter. American National Bank now owns 205 shares of the company’s stock valued at $37,000 after buying an additional 112 shares in the last quarter. MeadowBrook Investment Advisors LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $40,000. Finally, Bfsg LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $42,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $181.53 on Wednesday. Vanguard Small-Cap Value ETF has a twelve month low of $148.75 and a twelve month high of $192.44. The firm has a market cap of $27.42 billion, a PE ratio of 11.42 and a beta of 1.09. The business has a fifty day moving average of $184.89 and a 200-day moving average of $182.45.

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.