Corient Private Wealth LLC Has $74.42 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Corient Private Wealth LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.9% in the 4th quarter, HoldingsChannel reports. The firm owned 351,343 shares of the company’s stock after acquiring an additional 28,728 shares during the quarter. Corient Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $74,415,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Valpey Financial Services LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 21,125.3% during the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after purchasing an additional 4,249,980 shares during the period. Bank of America Corp DE grew its stake in shares of Vanguard Small-Cap Value ETF by 3.6% in the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after buying an additional 560,544 shares during the period. Align Financial LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $97,410,000. Focus Partners Wealth increased its position in Vanguard Small-Cap Value ETF by 53.8% in the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after buying an additional 297,074 shares in the last quarter. Finally, Waller Financial Planning Group Inc. increased its position in Vanguard Small-Cap Value ETF by 3,765.9% in the 4th quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock valued at $31,187,000 after buying an additional 143,445 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $238.40 on Friday. The business’s 50 day simple moving average is $232.83 and its two-hundred day simple moving average is $225.09. The firm has a market cap of $35.74 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $188.95 and a 52-week high of $244.00.

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.