Vanguard Small-Cap Value ETF $VBR Shares Sold by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 14.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,154 shares of the company’s stock after selling 2,648 shares during the period. Avantax Planning Partners Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $3,210,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Columbia Asset Management boosted its stake in Vanguard Small-Cap Value ETF by 3.3% during the fourth quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock valued at $333,000 after buying an additional 50 shares in the last quarter. Barnes Pettey Financial Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 2.5% in the fourth quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock worth $432,000 after acquiring an additional 50 shares in the last quarter. Mcdonald Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF by 1.5% in the 4th quarter. Mcdonald Partners LLC now owns 3,434 shares of the company’s stock valued at $727,000 after acquiring an additional 51 shares during the last quarter. Franklin Resources Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Franklin Resources Inc. now owns 3,566 shares of the company’s stock valued at $744,000 after acquiring an additional 51 shares during the last quarter. Finally, Bell Investment Advisors Inc boosted its position in shares of Vanguard Small-Cap Value ETF by 2.5% during the 3rd quarter. Bell Investment Advisors Inc now owns 2,152 shares of the company’s stock valued at $449,000 after purchasing an additional 52 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR opened at $230.95 on Friday. The firm’s 50 day moving average is $224.22 and its 200-day moving average is $220.00. Vanguard Small-Cap Value ETF has a 12-month low of $184.56 and a 12-month high of $235.68. The stock has a market capitalization of $34.62 billion, a P/E ratio of 14.99 and a beta of 0.97.

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. 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.