Serenus Wealth Advisors LLC Purchases New Shares in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Serenus Wealth Advisors LLC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 19,899 shares of the company’s stock, valued at approximately $3,944,000. Vanguard Small-Cap Value ETF makes up approximately 0.5% of Serenus Wealth Advisors LLC’s portfolio, making the stock its 17th largest position.

Several other large investors have also recently made changes to their positions in the business. Team Hewins LLC bought a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at about $450,000. JPMorgan Chase & Co. grew its position in shares of Vanguard Small-Cap Value ETF by 8.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after acquiring an additional 44,114 shares during the period. Diversified Portfolios Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 1.5% during the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after purchasing an additional 200 shares during the last quarter. Aspiriant LLC raised its holdings 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 purchasing an additional 362,906 shares during the period. Finally, Global Retirement Partners LLC lifted its stake in Vanguard Small-Cap Value ETF by 4.8% in the third quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after purchasing an additional 409 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.9 %

Shares of NYSEARCA VBR opened at $203.43 on Friday. The stock has a fifty day simple moving average of $204.31 and a two-hundred day simple moving average of $200.80. Vanguard Small-Cap Value ETF has a 1-year low of $174.19 and a 1-year high of $219.01. The firm has a market cap of $30.73 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.