94,707 Shares in Vanguard Small-Cap Value ETF $VBR Acquired by TrueWealth Financial Partners

TrueWealth Financial Partners bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 94,707 shares of the company’s stock, valued at approximately $20,575,000. Vanguard Small-Cap Value ETF makes up approximately 8.2% of TrueWealth Financial Partners’ holdings, making the stock its 2nd biggest position. TrueWealth Financial Partners owned approximately 0.06% of Vanguard Small-Cap Value ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of VBR. Genesis Financial Group LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 3.4% in the first quarter. Genesis Financial Group LLC now owns 6,925 shares of the company’s stock worth $1,505,000 after acquiring an additional 230 shares during the last quarter. Vestwell Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 11.2% during the first quarter. Vestwell Advisors LLC now owns 9,154 shares of the company’s stock valued at $1,989,000 after acquiring an additional 924 shares during the last quarter. Strategic Investment Advisors MI increased its position in Vanguard Small-Cap Value ETF by 19.5% during the 1st quarter. Strategic Investment Advisors MI now owns 105,370 shares of the company’s stock worth $22,910,000 after purchasing an additional 17,163 shares in the last quarter. Arkadios Wealth Advisors increased its position in Vanguard Small-Cap Value ETF by 3.6% during the 1st quarter. Arkadios Wealth Advisors now owns 42,467 shares of the company’s stock worth $9,226,000 after purchasing an additional 1,459 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in Vanguard Small-Cap Value ETF by 55.2% during the 1st quarter. EverSource Wealth Advisors LLC now owns 25,228 shares of the company’s stock worth $5,481,000 after purchasing an additional 8,974 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.0%

Shares of VBR stock opened at $245.11 on Friday. The company has a market capitalization of $37.22 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The firm has a 50-day moving average price of $240.14 and a 200 day moving average price of $230.88. Vanguard Small-Cap Value ETF has a twelve month low of $193.00 and a twelve month high of $248.28.

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.