Creative Planning Increases Stake in Vanguard Small-Cap Value ETF

Creative Planning has raised its investment in the Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.8% as noted in its latest Form 13F filing with the Securities & Exchange Commission. Following the purchase of an additional 6,918 shares during the third quarter, the fund now holds a total of 251,089 shares in this ETF. According to the recent filing, Creative Planning's ownership represents approximately 0.17% of the Vanguard Small-Cap Value ETF, with an estimated value of $50,414,000.

Several other hedge funds have also adjusted their positions in the Vanguard Small-Cap Value ETF. For example, Envestnet Asset Management Inc. increased its holdings by 0.7% during the second quarter, owning 2,188,628 shares valued at $399,468,000 after purchasing an additional 15,238 shares. Axiom Advisory LLC expanded its stake by 7.6% in the third quarter, bringing its total to 1,452,124 shares worth $279,093,000 after acquiring an additional 102,423 shares. Similarly, Mather Group LLC raised its investment by 1.0%, ending the quarter with 1,452,121 shares valued at $278,633,000, an increase from 14,596 shares last quarter.

Sei Investments Co. boosted its holdings by 5.5% in the second quarter, acquiring 69,169 shares to own a total of 1,336,004 shares worth $243,866,000. Essex Financial Services Inc. made a significant move, increasing its position in the ETF by an impressive 6,841.9% during the same quarter, now holding 1,220,868 shares valued at $222,833,000 after adding 1,203,281 shares to its portfolio.

Vanguard Small-Cap Value ETF Performance

The Vanguard Small-Cap Value ETF is currently trading at $205.05. It has a market capitalization of $30.97 billion, a price-to-earnings (PE) ratio of 11.42, and a beta value of 1.09. Over the past year, the ETF has reached a low of $148.75 and a high of $205.42. Its 50-day moving average stands at $196.56, while the 200-day moving average is at $189.65.

Overview of Vanguard Small-Cap Value ETF

The Vanguard Small-Cap Value ETF is designed to track the performance of the MSCI US Small Cap Value Index. This index includes a diverse range of value stocks belonging to smaller companies in the United States. It takes a passive management approach, ensuring alignment with the performance of the index it tracks.

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