Total Clarity Wealth Management Inc. Has $6.69 Million Stock Position in Vanguard Small-Cap Value ETF $VBR

Total Clarity Wealth Management Inc. lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 23.9% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 30,778 shares of the company’s stock after selling 9,652 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 1.6% of Total Clarity Wealth Management Inc.’s investment portfolio, making the stock its 8th biggest holding. Total Clarity Wealth Management Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $6,686,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in VBR. Valpey Financial Services LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 21,125.3% during the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after buying an additional 4,249,980 shares during the period. Bank of America Corp DE raised its holdings in shares of Vanguard Small-Cap Value ETF by 3.6% during the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after acquiring an additional 560,544 shares in the last quarter. Align Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF in the fourth quarter worth $97,410,000. Focus Partners Wealth lifted its stake in Vanguard Small-Cap Value ETF by 53.8% in the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after acquiring an additional 297,074 shares during the period. Finally, Corient Private Wealth LLC boosted its holdings in Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after acquiring an additional 284,655 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.2%

NYSEARCA:VBR opened at $238.83 on Tuesday. The firm’s fifty day simple moving average is $233.09 and its 200 day simple moving average is $225.39. The stock has a market cap of $35.81 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a twelve month low of $188.95 and a twelve month high of $244.00.

Vanguard Small-Cap Value ETF 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.