Wealth Architects LLC Buys 6,792 Shares of Vanguard Small-Cap Value ETF $VBR

Wealth Architects LLC raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 134,344 shares of the company’s stock after acquiring an additional 6,792 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 2.7% of Wealth Architects LLC’s investment portfolio, making the stock its 11th largest holding. Wealth Architects LLC owned 0.09% of Vanguard Small-Cap Value ETF worth $26,198,000 as of its most recent filing with the Securities and Exchange Commission.

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

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF 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 market cap of $30.29 billion, a PE ratio of 14.99 and a beta of 1.15. The stock has a fifty day moving average price of $206.97 and a 200-day moving average price of $195.13.

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.