Centricity Wealth Management LLC Takes $102,000 Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Centricity Wealth Management LLC bought a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 517 shares of the company’s stock, valued at approximately $102,000.

Several other institutional investors and hedge funds have also bought and sold shares of VBR. Assetmark Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 3.8% during the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after purchasing an additional 139,196 shares during the period. Captrust Financial Advisors raised its position in Vanguard Small-Cap Value ETF by 655.6% during the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after purchasing an additional 1,343,457 shares during the last quarter. World Investment Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 24,002.3% during the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after purchasing an additional 1,368,129 shares during the last quarter. LPL Financial LLC lifted its holdings in Vanguard Small-Cap Value ETF by 7.0% in the 3rd quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after buying an additional 80,279 shares during the period. Finally, Aspiriant LLC grew its position in shares of Vanguard Small-Cap Value ETF by 42.1% in the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after buying an additional 362,906 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR opened at $202.15 on Friday. The stock has a market capitalization of $30.53 billion, a PE ratio of 11.42 and a beta of 1.09. The stock’s 50 day moving average price is $202.36 and its 200-day moving average price is $201.41. Vanguard Small-Cap Value ETF has a 52-week low of $177.15 and a 52-week high of $219.01.

Vanguard Small-Cap Value ETF 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.