Total Clarity Wealth Management Inc. Has $8.56 Million Position in Vanguard Small-Cap Value ETF $VBR

Total Clarity Wealth Management Inc. lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 10.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 40,430 shares of the company’s stock after purchasing an additional 3,686 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 2.1% of Total Clarity Wealth Management Inc.’s holdings, making the stock its 4th biggest holding. Total Clarity Wealth Management Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,563,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in VBR. Corient Private Wealth LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after buying an additional 284,655 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Vanguard Small-Cap Value ETF by 1.4% in the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock valued at $3,222,233,000 after buying an additional 209,142 shares during the last quarter. Waller Financial Planning Group Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 3,765.9% in the fourth 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 during the last quarter. CWM LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 227.4% in the fourth quarter. CWM LLC now owns 173,948 shares of the company’s stock valued at $36,840,000 after buying an additional 120,819 shares during the last quarter. Finally, Assetmark Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after buying an additional 113,412 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 1.5%

Shares of NYSEARCA:VBR opened at $232.42 on Friday. The stock has a market capitalization of $34.84 billion, a P/E ratio of 14.99 and a beta of 1.00. Vanguard Small-Cap Value ETF has a 1-year low of $178.98 and a 1-year high of $235.48. The business has a 50-day moving average price of $223.90 and a two-hundred day moving average price of $218.46.

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.