Partners in Financial Planning Takes Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Partners in Financial Planning purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 93,677 shares of the company’s stock, valued at approximately $18,565,000. Vanguard Small-Cap Value ETF accounts for approximately 3.8% of Partners in Financial Planning’s portfolio, making the stock its 7th biggest holding. Partners in Financial Planning owned approximately 0.06% of Vanguard Small-Cap Value ETF at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Brooklyn FI LLC raised its holdings in Vanguard Small-Cap Value ETF by 6,384.8% during the 4th quarter. Brooklyn FI LLC now owns 4,400,726 shares of the company’s stock valued at $903,582,000 after acquiring an additional 4,332,864 shares during the period. Assetmark Inc. grew its position 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 raised its stake in shares of Vanguard Small-Cap Value ETF by 0.8% during the 4th 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 during the period. World Investment Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF by 24,002.3% during the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after purchasing an additional 1,368,129 shares in the last quarter. Finally, Sei Investments Co. boosted its stake in Vanguard Small-Cap Value ETF by 2.1% in the 4th quarter. Sei Investments Co. now owns 1,314,899 shares of the company’s stock worth $260,588,000 after purchasing an additional 27,227 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 1.8 %

VBR stock opened at $185.58 on Monday. The stock has a 50-day simple moving average of $197.57 and a two-hundred day simple moving average of $201.47. Vanguard Small-Cap Value ETF has a twelve month low of $177.15 and a twelve month high of $219.01. The firm has a market capitalization of $99.30 billion, a PE ratio of 15.39 and a beta of 1.16.

Vanguard Small-Cap Value ETF Increases Dividend

The company also recently disclosed a dividend, which will be paid on Monday, March 31st. Investors of record on Thursday, March 27th will be paid a dividend of $1.2422 per share. The ex-dividend date is Thursday, March 27th. This is a boost from Vanguard Small-Cap Value ETF’s previous dividend of $1.02.

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.