Prosperity Planning Inc. Cuts Stock Position in Vanguard Small-Cap Value ETF $VBR

Prosperity Planning Inc. trimmed its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.8% during the second quarter, Holdings Channel reports. The institutional investor owned 45,793 shares of the company’s stock after selling 1,833 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 2.6% of Prosperity Planning Inc.’s portfolio, making the stock its 12th largest holding. Prosperity Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,930,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. ORG Partners LLC boosted its holdings in Vanguard Small-Cap Value ETF by 3,180.0% in the first quarter. ORG Partners LLC now owns 164 shares of the company’s stock valued at $31,000 after purchasing an additional 159 shares in the last quarter. Wayfinding Financial LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter valued at approximately $35,000. Pinney & Scofield Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $38,000. Park Square Financial Group LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $38,000. Finally, Clearstead Trust LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 388.2% in the first quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after acquiring an additional 198 shares during the period.

Vanguard Small-Cap Value ETF Trading Down 0.7%

VBR stock opened at $210.17 on Friday. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $219.01. The business has a 50 day simple moving average of $204.53 and a 200-day simple moving average of $193.01. The company has a market capitalization of $31.67 billion, a P/E ratio of 14.99 and a beta of 1.15.

About Vanguard Small-Cap Value ETF

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.