OFC Financial Planning LLC Acquires New Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

OFC Financial Planning LLC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, HoldingsChannel.com reports. The firm bought 9,177 shares of the company’s stock, valued at approximately $1,819,000. Vanguard Small-Cap Value ETF accounts for approximately 1.9% of OFC Financial Planning LLC’s portfolio, making the stock its 9th biggest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Sunbelt Securities Inc. bought a new position in shares of Vanguard Small-Cap Value ETF in the 3rd quarter valued at $25,000. Teachers Insurance & Annuity Association of America bought a new position in Vanguard Small-Cap Value ETF in the third quarter valued at about $26,000. FSA Wealth Management LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter worth about $28,000. Eastern Bank acquired a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $32,000. Finally, Planning Capital Management Corp bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter valued at approximately $34,000.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $205.32 on Friday. Vanguard Small-Cap Value ETF has a one year low of $173.32 and a one year high of $219.01. The firm’s 50 day simple moving average is $205.45 and its 200 day simple moving average is $200.42. The company has a market cap of $31.01 billion, a PE 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.