Peak Retirement Planning Inc. Grows Holdings in Vanguard Small-Cap Value ETF $VBR

Peak Retirement Planning Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 32.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,843 shares of the company’s stock after purchasing an additional 7,815 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 1.9% of Peak Retirement Planning Inc.’s investment portfolio, making the stock its 13th largest holding. Peak Retirement Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $6,646,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in VBR. Westfuller Advisors LLC bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth about $29,000. Blume Capital Management Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF during the second quarter valued at approximately $29,000. Traub Capital Management LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the second quarter valued at approximately $30,000. Financial Gravity Companies Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF in the second quarter valued at approximately $33,000. Finally, Front Row Advisors LLC bought a new position in Vanguard Small-Cap Value ETF in the second quarter worth approximately $35,000.

Vanguard Small-Cap Value ETF Stock Up 0.8%

VBR opened at $224.96 on Tuesday. The stock’s fifty day moving average is $217.50 and its two-hundred day moving average is $210.05. The company has a market capitalization of $34.21 billion, a P/E ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 52 week low of $160.23 and a 52 week high of $229.19.

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.