Summit Wealth & Retirement Planning Inc. Boosts Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Summit Wealth & Retirement Planning Inc. boosted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,631 shares of the company’s stock after acquiring an additional 197 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 0.4% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 24th biggest position. Summit Wealth & Retirement Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,028,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Webster Bank N. A. lifted its position in shares of Vanguard Small-Cap Value ETF by 153.5% during the 2nd quarter. Webster Bank N. A. now owns 180 shares of the company’s stock valued at $33,000 after acquiring an additional 109 shares during the period. Motco acquired a new position in shares of Vanguard Small-Cap Value ETF during the 1st quarter worth approximately $36,000. American National Bank raised its position in shares of Vanguard Small-Cap Value ETF by 120.4% during the 4th quarter. American National Bank now owns 205 shares of the company’s stock worth $37,000 after purchasing an additional 112 shares during the last quarter. LifeSteps Financial Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF during the 1st quarter worth approximately $37,000. Finally, Palisade Asset Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 1st quarter worth approximately $44,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $189.75 on Monday. The company has a market capitalization of $28.66 billion, a P/E 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 $201.31. The business has a 50 day moving average price of $190.60 and a 200 day moving average price of $186.90.

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.