Total Wealth Planning LLC Has $17.31 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Total Wealth Planning LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 96,172 shares of the company’s stock after acquiring an additional 2,204 shares during the period. Vanguard Small-Cap Value ETF makes up about 3.1% of Total Wealth Planning LLC’s portfolio, making the stock its 10th biggest holding. Total Wealth Planning LLC owned approximately 0.06% of Vanguard Small-Cap Value ETF worth $17,308,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Integrated Wealth Concepts LLC raised its holdings in Vanguard Small-Cap Value ETF by 9.3% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock valued at $2,196,000 after acquiring an additional 1,170 shares in the last quarter. Retirement Investment Advisors Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 57.8% during the 3rd quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock worth $70,430,000 after buying an additional 161,791 shares in the last quarter. White Wing Wealth Management acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth $3,584,000. RWA Wealth Partners LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 3.1% during the 4th quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock worth $64,866,000 after buying an additional 10,762 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 24.3% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock worth $405,000 after buying an additional 440 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock traded up $0.68 during trading on Friday, reaching $182.46. 289,012 shares of the company’s stock were exchanged, compared to its average volume of 566,014. Vanguard Small-Cap Value ETF has a 1-year low of $148.75 and a 1-year high of $192.44. The company has a market cap of $27.56 billion, a P/E ratio of 11.50 and a beta of 1.09. The firm’s 50-day moving average price is $184.29 and its 200 day moving average price is $174.42.

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.