Planning Directions Inc. Sells 379 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Planning Directions Inc. decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.5% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,017 shares of the company’s stock after selling 379 shares during the period. Vanguard Small-Cap Value ETF comprises about 0.9% of Planning Directions Inc.’s holdings, making the stock its 21st largest holding. Planning Directions Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,589,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in VBR. Pinnacle Associates Ltd. lifted its position in Vanguard Small-Cap Value ETF by 30.0% during the third quarter. Pinnacle Associates Ltd. now owns 2,580 shares of the company’s stock valued at $518,000 after buying an additional 595 shares during the period. Gladstone Institutional Advisory LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 13.2% in the 3rd quarter. Gladstone Institutional Advisory LLC now owns 4,301 shares of the company’s stock worth $863,000 after acquiring an additional 503 shares in the last quarter. Forbes Financial Planning Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 4.2% in the 3rd quarter. Forbes Financial Planning Inc. now owns 47,970 shares of the company’s stock worth $9,631,000 after acquiring an additional 1,951 shares in the last quarter. Pure Financial Advisors LLC lifted its position in Vanguard Small-Cap Value ETF by 2.1% during the 3rd quarter. Pure Financial Advisors LLC now owns 29,726 shares of the company’s stock valued at $5,968,000 after acquiring an additional 613 shares during the period. Finally, Carmichael Hill & Associates Inc. boosted its stake in Vanguard Small-Cap Value ETF by 38.6% during the third quarter. Carmichael Hill & Associates Inc. now owns 952 shares of the company’s stock worth $191,000 after acquiring an additional 265 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $197.79 on Monday. The firm’s 50-day simple moving average is $201.67 and its two-hundred day simple moving average is $202.13. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The stock has a market cap of $103.81 billion, a PE ratio of 16.22 and a beta of 1.16.

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.