Simplicity Wealth LLC Has $393,000 Stock Position in Vanguard Small-Cap Value ETF $VBR

Simplicity Wealth LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 60.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,884 shares of the company’s stock after selling 2,852 shares during the quarter. Simplicity Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $393,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Aspiriant LLC boosted its holdings in Vanguard Small-Cap Value ETF by 3.0% in the third quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock worth $318,763,000 after purchasing an additional 43,846 shares in the last quarter. First Horizon Corp bought a new position in Vanguard Small-Cap Value ETF during the third quarter valued at about $4,635,000. Whitaker Myers Wealth Managers LTD. lifted its position in shares of Vanguard Small-Cap Value ETF by 7.7% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock worth $21,033,000 after buying an additional 7,230 shares during the last quarter. FWG Investments LLC. acquired a new stake in shares of Vanguard Small-Cap Value ETF in the second quarter worth about $456,000. Finally, Brown Advisory Inc. boosted its stake 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 acquiring an additional 4,560 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $224.43 on Monday. The business’s 50-day simple moving average is $214.90 and its 200-day simple moving average is $209.06. Vanguard Small-Cap Value ETF has a 52 week low of $160.23 and a 52 week high of $229.19. The firm has a market cap of $34.13 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

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. 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.