Geneos Wealth Management Inc. Raises Stake in Vanguard Small-Cap Value ETF $VBR

Geneos Wealth Management Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 18.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 25,783 shares of the company’s stock after buying an additional 3,997 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $5,028,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of VBR. FWG Investments LLC. acquired a new position in Vanguard Small-Cap Value ETF during the second quarter worth about $456,000. Allworth Financial LP lifted its stake in Vanguard Small-Cap Value ETF by 6.6% in the 2nd quarter. Allworth Financial LP now owns 794,775 shares of the company’s stock worth $154,989,000 after purchasing an additional 49,116 shares in the last quarter. Brown Advisory Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 12.3% during the 2nd quarter. Brown Advisory Inc. now owns 41,777 shares of the company’s stock worth $8,147,000 after purchasing an additional 4,560 shares during the last quarter. American National Bank & Trust grew its position in shares of Vanguard Small-Cap Value ETF by 63.9% in the second quarter. American National Bank & Trust now owns 8,888 shares of the company’s stock valued at $1,733,000 after purchasing an additional 3,466 shares in the last quarter. Finally, NorthRock Partners LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 37.5% in the second quarter. NorthRock Partners LLC now owns 8,312 shares of the company’s stock valued at $1,628,000 after purchasing an additional 2,266 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $216.00 on Monday. The business’s 50 day moving average price is $208.10 and its 200 day moving average price is $203.81. The company has a market cap of $32.48 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $218.90.

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.