Waller Financial Planning Group Inc. Sells 10,619 Shares of Vanguard Small-Cap Value ETF $VBR

Waller Financial Planning Group Inc. lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.7% during the second quarter, HoldingsChannel.com reports. The fund owned 146,704 shares of the company’s stock after selling 10,619 shares during the period. Vanguard Small-Cap Value ETF accounts for about 7.3% of Waller Financial Planning Group Inc.’s portfolio, making the stock its 4th biggest position. Waller Financial Planning Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $35,648,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. TCI Wealth Advisors Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% during the first quarter. TCI Wealth Advisors Inc. now owns 3,015 shares of the company’s stock valued at $655,000 after purchasing an additional 44 shares during the last quarter. J. Derek Lewis & Associates Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 1.1% in the 1st quarter. J. Derek Lewis & Associates Inc. now owns 4,087 shares of the company’s stock worth $888,000 after purchasing an additional 44 shares during the last quarter. Hazlett Burt & Watson Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 4.1% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock worth $254,000 after purchasing an additional 47 shares during the last quarter. Horizon Investment Services LLC boosted its position in Vanguard Small-Cap Value ETF by 3.3% during the 4th quarter. Horizon Investment Services LLC now owns 1,470 shares of the company’s stock valued at $311,000 after purchasing an additional 47 shares during the period. Finally, Echo45 Advisors LLC boosted its position in Vanguard Small-Cap Value ETF by 0.3% during the 1st quarter. Echo45 Advisors LLC now owns 17,686 shares of the company’s stock valued at $3,842,000 after purchasing an additional 47 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR opened at $251.23 on Wednesday. The company has a market cap of $38.14 billion, a P/E ratio of 14.99 and a beta of 0.96. The stock has a fifty day moving average price of $241.00 and a 200 day moving average price of $231.42. Vanguard Small-Cap Value ETF has a 12 month low of $196.68 and a 12 month high of $251.44.

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. 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.