Total Clarity Wealth Management Inc. Has $8.04 Million Stake in Vanguard Small-Cap Value ETF $VBR

Total Clarity Wealth Management Inc. increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 135.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 41,251 shares of the company’s stock after buying an additional 23,750 shares during the period. Vanguard Small-Cap Value ETF comprises about 2.3% of Total Clarity Wealth Management Inc.’s investment portfolio, making the stock its 3rd largest position. Total Clarity Wealth Management Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,044,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. ORG Partners LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 3,180.0% in the first quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after buying an additional 159 shares during the last quarter. Wayfinding Financial LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter worth $35,000. JNBA Financial Advisors increased its stake in shares of Vanguard Small-Cap Value ETF by 137.2% in the second quarter. JNBA Financial Advisors now owns 204 shares of the company’s stock worth $40,000 after buying an additional 118 shares during the last quarter. Clearstead Trust LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 388.2% in the first quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock worth $46,000 after buying an additional 198 shares during the last quarter. Finally, Financial Gravity Asset Management Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter worth $48,000.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $201.42 on Monday. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $219.01. The firm has a fifty day moving average price of $206.97 and a two-hundred day moving average price of $195.13. The firm has a market cap of $30.29 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15.

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.