Total Wealth Planning LLC Has $18.50 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Total Wealth Planning LLC raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 99,312 shares of the company’s stock after buying an additional 2,310 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 2.8% of Total Wealth Planning LLC’s investment portfolio, making the stock its 12th largest holding. Total Wealth Planning LLC’s holdings in Vanguard Small-Cap Value ETF were worth $18,501,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. One Day In July LLC increased its stake in Vanguard Small-Cap Value ETF by 1.1% in the fourth quarter. One Day In July LLC now owns 4,450 shares of the company’s stock valued at $882,000 after purchasing an additional 50 shares in the last quarter. Franklin Resources Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.4% during the fourth quarter. Franklin Resources Inc. now owns 3,565 shares of the company’s stock valued at $707,000 after acquiring an additional 50 shares in the last quarter. Jackson Creek Investment Advisors LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.3% during the fourth quarter. Jackson Creek Investment Advisors LLC now owns 4,076 shares of the company’s stock valued at $808,000 after acquiring an additional 53 shares in the last quarter. Sandy Spring Bank raised its position in shares of Vanguard Small-Cap Value ETF by 6.3% during the fourth quarter. Sandy Spring Bank now owns 913 shares of the company’s stock worth $181,000 after purchasing an additional 54 shares during the period. Finally, Anchor Investment Management LLC raised its position in shares of Vanguard Small-Cap Value ETF by 1.6% during the fourth quarter. Anchor Investment Management LLC now owns 3,903 shares of the company’s stock worth $774,000 after purchasing an additional 60 shares during the period.

Vanguard Small-Cap Value ETF Trading Down 0.4%

NYSEARCA VBR opened at $192.56 on Thursday. The company has a fifty day simple moving average of $182.87 and a 200 day simple moving average of $194.02. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $219.01. The company has a market cap of $103.03 billion, a P/E ratio of 15.85 and a beta of 1.05.

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.