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

Compound Planning Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.2% in the first quarter, Holdings Channel reports. The institutional investor owned 60,558 shares of the company’s stock after acquiring an additional 3,540 shares during the period. Compound Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $13,156,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the business. TCI Wealth Advisors Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 1.5% in the 1st quarter. TCI Wealth Advisors Inc. now owns 3,015 shares of the company’s stock worth $655,000 after purchasing an additional 44 shares in the last quarter. Hazlett Burt & Watson Inc. raised its holdings in 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 period. Horizon Investment Services LLC lifted its position in Vanguard Small-Cap Value ETF by 3.3% during the fourth 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 in the last quarter. Echo45 Advisors LLC lifted its position in Vanguard Small-Cap Value ETF by 0.3% during the first 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 in the last quarter. Finally, WealthShield Partners LLC grew its holdings in Vanguard Small-Cap Value ETF by 0.3% during the first quarter. WealthShield Partners LLC now owns 15,614 shares of the company’s stock valued at $3,390,000 after purchasing an additional 47 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $242.07 on Friday. The stock has a 50-day simple moving average of $238.43 and a two-hundred day simple moving average of $229.95. The firm has a market capitalization of $36.75 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $246.87.

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.