Compound Planning Inc. Acquires 3,540 Shares of Vanguard Small-Cap Value ETF $VBR

Compound Planning Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,558 shares of the company’s stock after buying an additional 3,540 shares during the period. Compound Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $13,156,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the business. Bank of America Corp DE boosted its holdings in Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after purchasing an additional 560,544 shares during the last quarter. Assetmark Inc. grew its position in Vanguard Small-Cap Value ETF by 2.7% in the 4th quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock worth $927,520,000 after purchasing an additional 113,412 shares during the period. Valpey Financial Services LLC raised its stake in Vanguard Small-Cap Value ETF by 21,125.3% during the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after buying an additional 4,249,980 shares during the last quarter. Aspiriant LLC raised its stake in Vanguard Small-Cap Value ETF by 6.1% during the 4th quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after buying an additional 93,408 shares during the last quarter. Finally, LPL Financial LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 0.6% during the 4th quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock valued at $304,705,000 after buying an additional 8,609 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $242.07 on Friday. The company has a market cap of $36.75 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 1 year low of $193.00 and a 1 year high of $246.87. The stock’s fifty day moving average price is $238.43 and its 200-day moving average price is $229.95.

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. 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.