Vanguard Small-Cap Value ETF $VBR Stock Bought by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. increased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 154,175 shares of the company’s stock after acquiring an additional 7,471 shares during the quarter. Vanguard Small-Cap Value ETF comprises approximately 7.2% of Waller Financial Planning Group Inc.’s holdings, making the stock its 5th biggest position. Waller Financial Planning Group Inc. owned about 0.10% of Vanguard Small-Cap Value ETF worth $35,619,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the stock. Atmos Advisory LLC lifted its stake in Vanguard Small-Cap Value ETF by 0.6% in the third quarter. Atmos Advisory LLC now owns 34,878 shares of the company’s stock worth $8,058,000 after acquiring an additional 207 shares during the period. Legacy Private Trust Co. increased its holdings in shares of Vanguard Small-Cap Value ETF by 3.1% in the third quarter. Legacy Private Trust Co. now owns 2,423 shares of the company’s stock valued at $560,000 after purchasing an additional 72 shares during the last quarter. Eastern Bank lifted its stake in shares of Vanguard Small-Cap Value ETF by 5.3% in the 3rd quarter. Eastern Bank now owns 1,589 shares of the company’s stock valued at $367,000 after purchasing an additional 80 shares during the last quarter. Heartwood Wealth Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 0.5% during the third quarter. Heartwood Wealth Advisors LLC now owns 20,695 shares of the company’s stock worth $4,781,000 after purchasing an additional 108 shares during the period. Finally, Marotta Asset Management raised its holdings in shares of Vanguard Small-Cap Value ETF by 0.4% in the 3rd quarter. Marotta Asset Management now owns 148,437 shares of the company’s stock valued at $34,293,000 after purchasing an additional 631 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR traded down $2.78 during trading on Wednesday, reaching $232.50. The company had a trading volume of 132,230 shares, compared to its average volume of 319,177. The firm has a market capitalization of $35.35 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. Vanguard Small-Cap Value ETF has a fifty-two week low of $198.76 and a fifty-two week high of $251.85. The stock’s fifty day moving average price is $243.63 and its 200 day moving average price is $236.88.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.