Waller Financial Planning Group Inc. Raises Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Waller Financial Planning Group Inc. lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,519 shares of the company’s stock after buying an additional 66 shares during the period. Waller Financial Planning Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $747,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Symmetry Partners LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 3.8% during the second quarter. Symmetry Partners LLC now owns 516,382 shares of the company’s stock worth $85,410,000 after purchasing an additional 18,713 shares during the last quarter. Cedar Brook Financial Partners LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 0.8% in the 2nd quarter. Cedar Brook Financial Partners LLC now owns 11,225 shares of the company’s stock valued at $1,857,000 after purchasing an additional 84 shares during the period. Marotta Asset Management purchased a new position in Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $22,015,000. Narus Financial Partners LLC acquired a new position in Vanguard Small-Cap Value ETF during the first quarter worth approximately $669,000. Finally, Strategies Wealth Advisors LLC increased its position in Vanguard Small-Cap Value ETF by 5.9% during the first quarter. Strategies Wealth Advisors LLC now owns 128,774 shares of the company’s stock worth $20,444,000 after buying an additional 7,148 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock traded up $2.19 during trading hours on Thursday, hitting $165.62. The stock had a trading volume of 142,276 shares, compared to its average volume of 431,911. The firm has a market capitalization of $24.82 billion, a PE ratio of 10.40 and a beta of 1.15. The stock’s 50 day moving average is $168.75 and its 200 day moving average is $161.97. Vanguard Small-Cap Value ETF has a twelve month low of $142.48 and a twelve month high of $178.51.

Vanguard Small-Cap Value ETF 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.