Genesis Wealth Advisors LLC Takes Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Genesis Wealth Advisors LLC acquired a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 11,554 shares of the company’s stock, valued at approximately $2,290,000. Vanguard Small-Cap Value ETF accounts for approximately 2.0% of Genesis Wealth Advisors LLC’s portfolio, making the stock its 17th largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Assetmark Inc. boosted its stake 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 valued at $766,487,000 after acquiring an additional 139,196 shares during the last quarter. Captrust Financial Advisors boosted its stake in shares of Vanguard Small-Cap Value ETF by 655.6% during the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after acquiring an additional 1,343,457 shares during the last quarter. World Investment Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 24,002.3% during the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after acquiring an additional 1,368,129 shares during the last quarter. LPL Financial LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 7.0% during the third quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock valued at $247,088,000 after acquiring an additional 80,279 shares during the last quarter. Finally, Aspiriant LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 42.1% during the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after acquiring an additional 362,906 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 2.2 %

VBR opened at $197.69 on Monday. The firm has a market cap of $29.86 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52 week low of $177.15 and a 52 week high of $219.01. The business’s fifty day simple moving average is $202.13 and its 200 day simple moving average is $201.76.

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.