Total Wealth Planning LLC Sells 102,813 Shares of Vanguard Small-Cap Value ETF $VBR

Total Wealth Planning LLC lowered its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 94.6% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 5,862 shares of the company’s stock after selling 102,813 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 2.7% of Total Wealth Planning LLC’s holdings, making the stock its 13th largest position. Total Wealth Planning LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,241,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in VBR. Valpey Financial Services LLC lifted its holdings in Vanguard Small-Cap Value ETF by 21,125.3% during the 4th 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 during the last quarter. Corient Private Wealth LLC increased its holdings in Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after purchasing an additional 284,655 shares during the period. Bank of America Corp DE grew its holdings in Vanguard Small-Cap Value ETF by 1.4% during the 3rd quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after acquiring an additional 209,142 shares during the period. Waller Financial Planning Group Inc. boosted its stake in shares of Vanguard Small-Cap Value ETF by 3,765.9% in the 4th quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock worth $31,187,000 after buying an additional 143,445 shares during the last quarter. Finally, Grove Street Fiduciary LLC purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $29,968,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $241.32 on Friday. Vanguard Small-Cap Value ETF has a fifty-two week low of $188.74 and a fifty-two week high of $242.39. The company has a 50 day simple moving average of $230.96 and a two-hundred day simple moving average of $224.07. The company has a market capitalization of $36.18 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.

About Vanguard Small-Cap Value ETF

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.