Donalies Financial Planning LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 9,130 shares of the company’s stock, valued at approximately $1,934,000. Vanguard Small-Cap Value ETF accounts for about 1.6% of Donalies Financial Planning LLC’s holdings, making the stock its 19th largest holding.
Other hedge funds also recently bought and sold shares of the company. Hazlett Burt & Watson Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 4.1% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock valued at $254,000 after purchasing an additional 47 shares during the last quarter. Horizon Investment Services LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 3.3% during the 4th quarter. Horizon Investment Services LLC now owns 1,470 shares of the company’s stock valued at $311,000 after purchasing an additional 47 shares during the last quarter. Columbia Asset Management lifted its holdings in shares of Vanguard Small-Cap Value ETF by 3.3% in the 4th quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock valued at $333,000 after acquiring an additional 50 shares during the last quarter. Barnes Pettey Financial Advisors LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 2.5% in the 4th quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock valued at $432,000 after acquiring an additional 50 shares during the last quarter. Finally, Mcdonald Partners LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% in the 4th quarter. Mcdonald Partners LLC now owns 3,434 shares of the company’s stock valued at $727,000 after acquiring an additional 51 shares during the last quarter.
Vanguard Small-Cap Value ETF Trading Down 0.2%
Shares of NYSEARCA:VBR opened at $240.51 on Wednesday. Vanguard Small-Cap Value ETF has a 12 month low of $188.95 and a 12 month high of $244.00. The company has a 50-day moving average price of $231.84 and a 200 day moving average price of $224.63. The company has a market cap of $36.06 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.
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.
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