Prosperity Planning Inc. Buys 3,510 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Prosperity Planning Inc. lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,741 shares of the company’s stock after acquiring an additional 3,510 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 4.6% of Prosperity Planning Inc.’s holdings, making the stock its 6th largest holding. Prosperity Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $12,191,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Howe & Rusling Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at $50,000. Fee Only Financial Planning L.C. increased its position in shares of Vanguard Small-Cap Value ETF by 0.7% in the 4th quarter. Fee Only Financial Planning L.C. now owns 56,165 shares of the company’s stock valued at $10,108,000 after buying an additional 393 shares in the last quarter. One Day In July LLC increased its holdings in Vanguard Small-Cap Value ETF by 2.8% during the 4th quarter. One Day In July LLC now owns 4,411 shares of the company’s stock worth $794,000 after purchasing an additional 121 shares in the last quarter. Brandywine Oak Private Wealth LLC increased its holdings in Vanguard Small-Cap Value ETF by 2.4% during the 4th quarter. Brandywine Oak Private Wealth LLC now owns 25,010 shares of the company’s stock worth $4,501,000 after purchasing an additional 576 shares in the last quarter. Finally, MONECO Advisors LLC lifted its stake in Vanguard Small-Cap Value ETF by 2.6% in the 4th quarter. MONECO Advisors LLC now owns 8,789 shares of the company’s stock valued at $1,582,000 after purchasing an additional 220 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR traded up $0.13 during mid-day trading on Wednesday, hitting $180.49. The stock had a trading volume of 479,414 shares, compared to its average volume of 559,238. Vanguard Small-Cap Value ETF has a twelve month low of $148.75 and a twelve month high of $192.44. The stock has a market cap of $27.26 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The company’s 50 day simple moving average is $184.38 and its 200 day simple moving average is $174.90.

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.