Vanguard Small-Cap Value ETF $VBR Stock Position Increased by TrueWealth Financial Partners

TrueWealth Financial Partners lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 93,357 shares of the company’s stock after acquiring an additional 4,582 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 9.9% of TrueWealth Financial Partners’ investment portfolio, making the stock its 2nd largest holding. TrueWealth Financial Partners owned 0.06% of Vanguard Small-Cap Value ETF worth $19,484,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. Westfuller Advisors LLC bought a new stake in Vanguard Small-Cap Value ETF in the 3rd quarter worth approximately $29,000. Balentine LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 3rd quarter valued at $29,000. Traub Capital Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the 2nd quarter valued at $30,000. Front Row Advisors LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the 2nd quarter valued at $35,000. Finally, Heritage Wealth Advisors boosted its stake in shares of Vanguard Small-Cap Value ETF by 190.5% in the 2nd quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after buying an additional 120 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR opened at $218.39 on Wednesday. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $235.48. The firm has a market capitalization of $33.21 billion, a P/E ratio of 14.99 and a beta of 1.05. The business has a fifty day moving average of $225.67 and a 200 day moving average of $215.36.

About Vanguard Small-Cap Value ETF

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.