Sterling Financial Planning Inc. Raises Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Sterling Financial Planning Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 13,052 shares of the company’s stock after purchasing an additional 187 shares during the period. Sterling Financial Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $2,349,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Highlander Capital Management LLC purchased a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth $25,000. PCA Investment Advisory Services Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF in the second quarter valued at about $29,000. Impact Partnership Wealth LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 252.8% in the third quarter. Impact Partnership Wealth LLC now owns 187 shares of the company’s stock valued at $30,000 after purchasing an additional 134 shares during the period. Deutsche Bank AG acquired a new position in Vanguard Small-Cap Value ETF during the first quarter worth about $30,000. Finally, Eagle Bay Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 107.0% during the second quarter. Eagle Bay Advisors LLC now owns 207 shares of the company’s stock worth $31,000 after acquiring an additional 107 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR traded up $0.15 during midday trading on Thursday, reaching $177.80. 316,252 shares of the company’s stock were exchanged, compared to its average volume of 575,200. The stock has a market capitalization of $26.86 billion, a PE ratio of 11.50 and a beta of 1.09. The business’s 50-day moving average price is $183.97 and its 200 day moving average price is $173.20. Vanguard Small-Cap Value ETF has a 1-year low of $148.75 and a 1-year high of $192.44.

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.