Creative Planning Acquires Additional Shares in Vanguard Small-Cap Value ETF

Creative Planning has increased its investment in the Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.8% in the third quarter, as reported in the most recent Form 13F filed with the Securities and Exchange Commission. After purchasing an additional 6,918 shares during the quarter, Creative Planning now holds a total of 251,089 shares of the ETF.

As of the latest SEC filing, Creative Planning's investment in Vanguard Small-Cap Value ETF is valued at approximately $50,414,000, which represents about 0.17% ownership of the fund.

Other investment firms have also made changes to their positions in the Vanguard Small-Cap Value ETF. For instance, Envestnet Asset Management Inc. increased its holdings by 0.7% during the second quarter, now owning 2,188,628 shares valued at $399,468,000 following the purchase of an additional 15,238 shares. Axiom Advisory LLC raised its stake by 7.6% in the third quarter, owning a total of 1,452,124 shares worth $279,093,000 after acquiring 102,423 shares during this period.

Mather Group LLC. boosted its stake by 1.0% in the second quarter, now holding 1,452,121 shares valued at $278,633,000, while Sei Investments Co. increased its total holdings by 5.5%, possessing 1,336,004 shares worth $243,866,000 after acquiring 69,169 shares. Essex Financial Services Inc. significantly grew its position, increasing its holdings by an impressive 6,841.9%, now owning 1,220,868 shares valued at $222,833,000 after a substantial purchase of 1,203,281 shares in the last quarter.

Vanguard Small-Cap Value ETF Current Market Performance

The Vanguard Small-Cap Value ETF opened at $205.05 on the recent trading day. It boasts a market capitalization of $30.97 billion, a price-to-earnings (PE) ratio of 11.42, and a beta value of 1.09, indicating its volatility compared to the market. The ETF has seen a 12-month low of $148.75 and a high of $205.42, with a 50-day moving average at $196.56 and a 200-day moving average at $189.65.

Overview of Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF is part of the Vanguard Small-Cap Value Index Fund, utilizing passive management techniques to track the MSCI US Small Cap Value Index. This index comprises a diverse range of value stocks from smaller companies in the United States.

Additional Resources

• Explore five stocks that may outperform Vanguard Small-Cap Value ETF.
• Understand the concept of quiet period expirations.
• Learn about stocks making significant market movements.
• Get insights on IPO stock lockup periods.
• Discover why Cisco is gaining attention due to AI advancements.
• Find out how to invest in top Canadian stocks.
• Review the week in market updates.

Looking for more information about hedge fund activity in VBR? You can check for the latest 13F filings and insider transactions.

To stay updated with news and ratings related to Vanguard Small-Cap Value ETF, you can subscribe to receive a daily summary.

Investment, ETF, Shares