MB Generational Wealth LLC Makes New $1.76 Million Investment in Vanguard Small-Cap Value ETF $VBR

MB Generational Wealth LLC purchased a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 8,427 shares of the company’s stock, valued at approximately $1,759,000. Vanguard Small-Cap Value ETF comprises approximately 1.1% of MB Generational Wealth LLC’s portfolio, making the stock its 15th biggest holding.

A number of other hedge funds and other institutional investors also recently modified their holdings of VBR. Assetmark Inc. lifted its stake in Vanguard Small-Cap Value ETF by 4.4% in the 2nd quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock valued at $850,337,000 after purchasing an additional 185,712 shares during the last quarter. Aspiriant LLC raised its stake in Vanguard Small-Cap Value ETF by 3.0% in the third quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock valued at $318,763,000 after buying an additional 43,846 shares during the period. Sei Investments Co. lifted its position in shares of Vanguard Small-Cap Value ETF by 3.0% in the second quarter. Sei Investments Co. now owns 1,426,827 shares of the company’s stock valued at $278,321,000 after buying an additional 41,495 shares during the last quarter. Cetera Investment Advisers lifted its position in shares of Vanguard Small-Cap Value ETF by 22.6% in the second quarter. Cetera Investment Advisers now owns 880,807 shares of the company’s stock valued at $171,766,000 after buying an additional 162,575 shares during the last quarter. Finally, 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 period.

Vanguard Small-Cap Value ETF Trading Up 2.4%

VBR stock opened at $232.10 on Monday. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $232.50. The business’s 50 day simple moving average is $218.89 and its 200 day simple moving average is $210.80. The firm has a market capitalization of $35.30 billion, a PE ratio of 14.99 and a beta of 1.05.

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.