XY Planning Network Inc. Purchases 8,733 Shares of Vanguard Small-Cap Value ETF $VBR

XY Planning Network Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 358.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,169 shares of the company’s stock after purchasing an additional 8,733 shares during the quarter. XY Planning Network Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $2,714,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the stock. Bank of America Corp DE raised its holdings in shares of Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after purchasing an additional 560,544 shares during the last quarter. Valpey Financial Services LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after purchasing an additional 4,249,980 shares in the last quarter. LPL Financial LLC grew its stake in Vanguard Small-Cap Value ETF by 0.6% in the 4th quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock valued at $304,705,000 after buying an additional 8,609 shares in the last quarter. Captrust Financial Advisors grew its stake in Vanguard Small-Cap Value ETF by 0.9% in the 4th quarter. Captrust Financial Advisors now owns 1,236,013 shares of the company’s stock valued at $261,775,000 after buying an additional 11,525 shares in the last quarter. Finally, Cetera Investment Advisers raised its holdings in Vanguard Small-Cap Value ETF by 2.8% during the 1st quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock valued at $253,064,000 after acquiring an additional 31,607 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $244.64 on Wednesday. Vanguard Small-Cap Value ETF has a 52-week low of $198.76 and a 52-week high of $251.85. The stock has a market capitalization of $37.14 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The stock’s 50-day simple moving average is $246.02 and its 200 day simple moving average is $235.09.

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.