RWA Wealth Partners LLC Has $100.99 Million Stake in Vanguard Small-Cap Value ETF $VBR

RWA Wealth Partners LLC grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.5% in the 3rd quarter, Holdings Channel reports. The fund owned 483,851 shares of the company’s stock after purchasing an additional 16,440 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 1.1% of RWA Wealth Partners LLC’s portfolio, making the stock its 14th biggest position. RWA Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $100,985,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of VBR. Cary Street Partners Financial LLC grew its position in shares of Vanguard Small-Cap Value ETF by 9.1% in the 3rd quarter. Cary Street Partners Financial LLC now owns 25,387 shares of the company’s stock valued at $5,298,000 after purchasing an additional 2,110 shares during the period. Vawter Financial Ltd. lifted its stake in Vanguard Small-Cap Value ETF by 1,087.3% in the third quarter. Vawter Financial Ltd. now owns 13,607 shares of the company’s stock valued at $2,840,000 after buying an additional 12,461 shares in the last quarter. Aspen Wealth Strategies LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 2.0% in the third quarter. Aspen Wealth Strategies LLC now owns 17,029 shares of the company’s stock valued at $3,554,000 after buying an additional 336 shares during the period. Avant Capital LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter worth $695,000. Finally, Thoroughbred Financial Services LLC increased its position in shares of Vanguard Small-Cap Value ETF by 2.6% during the third quarter. Thoroughbred Financial Services LLC now owns 9,353 shares of the company’s stock worth $1,952,000 after acquiring an additional 235 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.7%

Shares of NYSEARCA:VBR opened at $230.11 on Wednesday. The firm has a market cap of $35.00 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $235.48. The company’s fifty day simple moving average is $223.16 and its 200 day simple moving average is $213.46.

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.