Summit Wealth & Retirement Planning Inc. Purchases 9,050 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Summit Wealth & Retirement Planning Inc. boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 92.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 18,836 shares of the company’s stock after purchasing an additional 9,050 shares during the period. Vanguard Small-Cap Value ETF comprises 1.2% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 18th biggest position. Summit Wealth & Retirement Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $3,733,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Thompson Investment Management Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 120.5% during the fourth quarter. Thompson Investment Management Inc. now owns 635 shares of the company’s stock worth $126,000 after acquiring an additional 347 shares during the period. Wilmington Savings Fund Society FSB raised its stake in shares of Vanguard Small-Cap Value ETF by 1.5% during the 4th quarter. Wilmington Savings Fund Society FSB now owns 6,729 shares of the company’s stock worth $1,334,000 after purchasing an additional 101 shares during the period. Serenus Wealth Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth about $3,944,000. Kingsview Wealth Management LLC grew its position in Vanguard Small-Cap Value ETF by 2.4% during the fourth quarter. Kingsview Wealth Management LLC now owns 8,644 shares of the company’s stock valued at $1,713,000 after buying an additional 205 shares during the period. Finally, Apollon Wealth Management LLC increased its holdings in Vanguard Small-Cap Value ETF by 0.8% during the fourth quarter. Apollon Wealth Management LLC now owns 26,129 shares of the company’s stock worth $5,178,000 after buying an additional 205 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.9 %

VBR opened at $203.43 on Friday. Vanguard Small-Cap Value ETF has a twelve month low of $174.19 and a twelve month high of $219.01. The company’s 50-day moving average price is $204.06 and its two-hundred day moving average price is $200.87. The stock has a market cap of $30.73 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.