RWA Wealth Partners LLC Has $100.99 Million Holdings in Vanguard Small-Cap Value ETF $VBR

RWA Wealth Partners LLC grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 483,851 shares of the company’s stock after purchasing an additional 16,440 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 1.1% of RWA Wealth Partners LLC’s holdings, making the stock its 14th biggest holding. RWA Wealth Partners LLC owned about 0.32% of Vanguard Small-Cap Value ETF worth $100,985,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of VBR. Brighton Jones LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 1.9% in the 4th quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock valued at $4,605,000 after purchasing an additional 444 shares during the period. AQR Capital Management LLC grew its position in shares of Vanguard Small-Cap Value ETF by 65.8% during the 1st quarter. AQR Capital Management LLC now owns 15,403 shares of the company’s stock worth $2,870,000 after buying an additional 6,114 shares during the period. Goldman Sachs Group Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 1.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 327,501 shares of the company’s stock valued at $61,010,000 after acquiring an additional 4,879 shares during the last quarter. Wealthfront Advisers LLC raised its position in shares of Vanguard Small-Cap Value ETF by 9.3% in the 2nd quarter. Wealthfront Advisers LLC now owns 34,150 shares of the company’s stock valued at $6,660,000 after acquiring an additional 2,897 shares during the period. Finally, Advisory Alpha LLC raised its position in shares of Vanguard Small-Cap Value ETF by 3.6% in the 2nd quarter. Advisory Alpha LLC now owns 29,842 shares of the company’s stock valued at $5,820,000 after acquiring an additional 1,050 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $230.11 on Wednesday. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $235.48. The stock has a market cap of $35.00 billion, a P/E ratio of 14.99 and a beta of 1.05. The firm has a 50 day moving average price of $223.16 and a 200 day moving average price of $213.46.

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.