Falcon Wealth Planning Sells 380 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Falcon Wealth Planning reduced its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 17,802 shares of the company’s stock after selling 380 shares during the period. Falcon Wealth Planning’s holdings in Vanguard Small-Cap Value ETF were worth $3,528,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. World Investment Advisors LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 24,002.3% during the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after purchasing an additional 1,368,129 shares during the last quarter. Captrust Financial Advisors increased its stake in Vanguard Small-Cap Value ETF by 655.6% in the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after buying an additional 1,343,457 shares during the period. Aspiriant LLC lifted its holdings in Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after buying an additional 362,906 shares in the last quarter. Assetmark Inc. boosted its position in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after buying an additional 139,196 shares during the period. Finally, Christopher J. Hasenberg Inc purchased a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at about $25,917,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $205.77 on Wednesday. The firm’s 50 day simple moving average is $205.58 and its 200-day simple moving average is $200.34. Vanguard Small-Cap Value ETF has a one year low of $173.32 and a one year high of $219.01. The firm has a market cap of $31.08 billion, a PE ratio of 11.42 and a beta of 1.09.

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.