Cornerstone Planning Group LLC Sells 868 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cornerstone Planning Group LLC cut its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 76.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 267 shares of the company’s stock after selling 868 shares during the period. Cornerstone Planning Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $55,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of VBR. Opal Wealth Advisors LLC grew its holdings in Vanguard Small-Cap Value ETF by 1.3% during the fourth quarter. Opal Wealth Advisors LLC now owns 123,008 shares of the company’s stock valued at $24,378,000 after purchasing an additional 1,620 shares during the period. Canvas Wealth Advisors LLC purchased a new stake in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $347,000. Kestra Private Wealth Services LLC increased its holdings in Vanguard Small-Cap Value ETF by 15.8% in the 4th quarter. Kestra Private Wealth Services LLC now owns 43,442 shares of the company’s stock worth $8,609,000 after acquiring an additional 5,936 shares in the last quarter. Moser Wealth Advisors LLC raised its stake in Vanguard Small-Cap Value ETF by 2.8% during the 4th quarter. Moser Wealth Advisors LLC now owns 64,030 shares of the company’s stock worth $12,689,000 after acquiring an additional 1,738 shares during the period. Finally, Quotient Wealth Partners LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Quotient Wealth Partners LLC now owns 12,071 shares of the company’s stock worth $2,392,000 after purchasing an additional 322 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $203.43 on Monday. The company has a market capitalization of $30.73 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The company’s fifty day moving average price is $204.06 and its 200-day moving average price is $200.91. Vanguard Small-Cap Value ETF has a one year low of $174.19 and a one year high of $219.01.

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.