7,471 Vanguard Small-Cap Value ETF $VBR Shares Bought by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. lifted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 154,175 shares of the company’s stock after purchasing an additional 7,471 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 7.2% of Waller Financial Planning Group Inc.’s holdings, making the stock its 5th biggest holding. Waller Financial Planning Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $35,619,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Talon Private Wealth LLC grew its stake in Vanguard Small-Cap Value ETF by 18.9% in the second quarter. Talon Private Wealth LLC now owns 23,880 shares of the company’s stock valued at $5,803,000 after purchasing an additional 3,792 shares in the last quarter. Coppell Advisory Solutions LLC acquired a new position in Vanguard Small-Cap Value ETF in the second quarter valued at $1,096,000. NewEdge Advisors LLC raised its stake in Vanguard Small-Cap Value ETF by 2.8% during the 2nd quarter. NewEdge Advisors LLC now owns 158,217 shares of the company’s stock worth $38,445,000 after buying an additional 4,282 shares during the period. Focus Partners Wealth raised its position in Vanguard Small-Cap Value ETF by 53.8% in the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after buying an additional 297,074 shares during the last quarter. Finally, Park National Corp OH bought a new position in Vanguard Small-Cap Value ETF during the first quarter valued at about $5,133,000.

Vanguard Small-Cap Value ETF Stock Down 1.2%

Shares of VBR stock traded down $2.78 on Wednesday, reaching $232.50. The company’s stock had a trading volume of 132,230 shares, compared to its average volume of 319,177. The company has a market capitalization of $35.35 billion, a P/E ratio of 14.99 and a beta of 0.97. Vanguard Small-Cap Value ETF has a 12-month low of $198.76 and a 12-month high of $251.85. The stock’s 50 day simple moving average is $243.63 and its 200-day simple moving average 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.