Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Holdings Lessened by LifePlan Investment Advisors Inc.

LifePlan Investment Advisors Inc. trimmed its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 24,878 shares of the company’s stock after selling 864 shares during the period. Vanguard Small-Cap Value ETF accounts for about 3.0% of LifePlan Investment Advisors Inc.’s investment portfolio, making the stock its 4th biggest position. LifePlan Investment Advisors Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $4,930,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Brooklyn FI LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 6,384.8% in the fourth quarter. Brooklyn FI LLC now owns 4,400,726 shares of the company’s stock valued at $903,582,000 after purchasing an additional 4,332,864 shares in the last quarter. Assetmark Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 4.7% in the fourth quarter. Assetmark Inc. now owns 3,998,206 shares of the company’s stock valued at $792,365,000 after purchasing an additional 180,662 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Vanguard Small-Cap Value ETF by 0.8% in the fourth quarter. Jones Financial Companies Lllp now owns 2,400,592 shares of the company’s stock valued at $475,749,000 after purchasing an additional 18,066 shares in the last quarter. Wells Fargo & Company MN grew its holdings in shares of Vanguard Small-Cap Value ETF by 10.8% in the fourth quarter. Wells Fargo & Company MN now owns 1,781,230 shares of the company’s stock valued at $353,004,000 after purchasing an additional 173,385 shares in the last quarter. Finally, Captrust Financial Advisors grew its holdings in shares of Vanguard Small-Cap Value ETF by 9.4% in the fourth quarter. Captrust Financial Advisors now owns 1,693,990 shares of the company’s stock valued at $335,715,000 after purchasing an additional 145,622 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock opened at $185.74 on Monday. The stock has a market capitalization of $99.38 billion, a P/E ratio of 14.47 and a beta of 1.05. The company has a 50 day moving average price of $181.24 and a 200 day moving average price of $196.35. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $219.01.

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.