TrueWealth Financial Partners Makes New Investment in Vanguard Small-Cap Value ETF $VBR

TrueWealth Financial Partners acquired a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 1st quarter, Holdings Channel reports. The fund acquired 94,707 shares of the company’s stock, valued at approximately $20,575,000. Vanguard Small-Cap Value ETF accounts for about 8.2% of TrueWealth Financial Partners’ portfolio, making the stock its 2nd largest holding.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Motiv8 Investments LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter worth about $29,000. Birchbrook Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $30,000. Modus Advisors LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $30,000. Toth Financial Advisory Corp purchased a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth about $36,000. Finally, Tower View Wealth Management LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the 1st quarter worth about $37,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR opened at $245.11 on Friday. The company’s 50 day simple moving average is $240.14 and its 200 day simple moving average is $230.88. Vanguard Small-Cap Value ETF has a 1 year low of $193.00 and a 1 year high of $248.28. The stock has a market capitalization of $37.22 billion, a PE ratio of 14.99 and a beta of 0.96.

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.