Planning Directions Inc. Has $1.69 Million Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Planning Directions Inc. lowered its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,396 shares of the company’s stock after selling 240 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 1.0% of Planning Directions Inc.’s investment portfolio, making the stock its 19th biggest holding. Planning Directions Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,686,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Essex Financial Services Inc. raised its stake in Vanguard Small-Cap Value ETF by 6,841.9% in the second quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock valued at $222,833,000 after purchasing an additional 1,203,281 shares in the last quarter. Cetera Investment Advisers boosted its stake in Vanguard Small-Cap Value ETF by 324.7% during the first quarter. Cetera Investment Advisers now owns 602,463 shares of the company’s stock worth $115,601,000 after acquiring an additional 460,617 shares in the last quarter. Retirement Investment Advisors Inc. acquired a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at approximately $57,073,000. Strategic Financial Concepts LLC boosted its stake in Vanguard Small-Cap Value ETF by 13,046.3% during the 2nd quarter. Strategic Financial Concepts LLC now owns 247,807 shares of the company’s stock valued at $45,230,000 after purchasing an additional 245,922 shares during the last quarter. Finally, Symmetry Partners LLC boosted its holdings in Vanguard Small-Cap Value ETF by 80.2% during the 2nd quarter. Symmetry Partners LLC now owns 495,927 shares of the company’s stock worth $90,517,000 after acquiring an additional 220,661 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.7 %

Shares of Vanguard Small-Cap Value ETF stock opened at $207.03 on Monday. The firm has a market capitalization of $31.27 billion, a P/E ratio of 11.42 and a beta of 1.09. The business’s fifty day simple moving average is $200.99 and its 200 day simple moving average is $192.66. Vanguard Small-Cap Value ETF has a 12 month low of $161.23 and a 12 month high of $214.96.

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.