TrueWealth Financial Partners Has $19.48 Million Position in Vanguard Small-Cap Value ETF $VBR

TrueWealth Financial Partners raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.2% in the third quarter, Holdings Channel reports. The institutional investor owned 93,357 shares of the company’s stock after acquiring an additional 4,582 shares during the period. Vanguard Small-Cap Value ETF comprises about 9.9% of TrueWealth Financial Partners’ portfolio, making the stock its 2nd biggest holding. TrueWealth Financial Partners’ holdings in Vanguard Small-Cap Value ETF were worth $19,484,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Osaic Holdings Inc. boosted its stake in shares of Vanguard Small-Cap Value ETF by 67.1% during the 2nd quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock worth $156,323,000 after acquiring an additional 326,129 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 128.8% in the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after purchasing an additional 284,655 shares in the last quarter. Bank of America Corp DE raised its holdings in Vanguard Small-Cap Value ETF by 1.4% in the 3rd quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after purchasing an additional 209,142 shares during the period. World Investment Advisors raised its holdings in Vanguard Small-Cap Value ETF by 1,650.1% in the 3rd quarter. World Investment Advisors now owns 131,710 shares of the company’s stock worth $27,489,000 after purchasing an additional 124,184 shares during the period. Finally, Balance Wealth LLC purchased a new position in Vanguard Small-Cap Value ETF during the third quarter valued at $20,957,000.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $218.39 on Wednesday. The stock has a 50-day simple moving average of $225.67 and a two-hundred day simple moving average of $215.36. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $235.48. The firm has a market capitalization of $33.21 billion, a PE ratio of 14.99 and a beta of 1.05.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.