Opulen Financial Group LLC Grows Stake in Vanguard Small-Cap Value ETF $VBR

Opulen Financial Group LLC lifted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,360 shares of the company’s stock after purchasing an additional 187 shares during the quarter. Vanguard Small-Cap Value ETF comprises 2.1% of Opulen Financial Group LLC’s investment portfolio, making the stock its 9th biggest holding. Opulen Financial Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,605,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in VBR. Park Avenue Securities LLC bought a new position in Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $78,434,000. Aspiriant LLC lifted its position in Vanguard Small-Cap Value ETF by 25.9% in the 1st quarter. Aspiriant LLC now owns 1,541,432 shares of the company’s stock valued at $287,152,000 after acquiring an additional 317,301 shares in the last quarter. Focus Partners Wealth lifted its position in Vanguard Small-Cap Value ETF by 41.5% in the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after acquiring an additional 195,694 shares in the last quarter. Wealthspire Advisors LLC lifted its position in Vanguard Small-Cap Value ETF by 106.2% in the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock valued at $65,996,000 after acquiring an additional 182,424 shares in the last quarter. Finally, Assetmark Inc. lifted its position in Vanguard Small-Cap Value ETF by 4.4% in the 1st quarter. Assetmark Inc. now owns 4,174,765 shares of the company’s stock valued at $777,717,000 after acquiring an additional 176,559 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $208.75 on Wednesday. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $219.01. The stock has a market cap of $31.42 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. The firm’s 50-day simple moving average is $206.47 and its 200 day simple moving average is $194.79.

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.