Simplicity Wealth LLC Buys Shares of 4,736 Vanguard Small-Cap Value ETF $VBR

Simplicity Wealth LLC purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 4,736 shares of the company’s stock, valued at approximately $924,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Park Avenue Securities LLC acquired a new position in Vanguard Small-Cap Value ETF in the 2nd quarter valued at $78,434,000. Aspiriant LLC grew its position in shares of Vanguard Small-Cap Value ETF by 25.9% in the first 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 period. Focus Partners Wealth increased its stake in Vanguard Small-Cap Value ETF by 41.5% in the first 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 lifted its position in Vanguard Small-Cap Value ETF by 106.2% during the first quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock worth $65,996,000 after buying an additional 182,424 shares during the period. Finally, Assetmark Inc. boosted its stake 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 worth $777,717,000 after buying an additional 176,559 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $210.68 on Tuesday. The stock has a market capitalization of $31.71 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. The business has a 50-day moving average of $206.34 and a two-hundred day moving average of $194.69. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $219.01.

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.