Triune Financial Partners LLC Has $1.72 Million Position in Vanguard Small-Cap Value ETF $VBR

Triune Financial Partners LLC trimmed its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,211 shares of the company’s stock after selling 294 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 0.5% of Triune Financial Partners LLC’s investment portfolio, making the stock its 10th largest holding. Triune Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,716,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. Geneos Wealth Management Inc. grew its position in Vanguard Small-Cap Value ETF by 43.3% during the first quarter. Geneos Wealth Management Inc. now owns 21,786 shares of the company’s stock valued at $4,059,000 after buying an additional 6,580 shares during the period. Fortis Capital Advisors LLC grew its position in Vanguard Small-Cap Value ETF by 309.5% during the first quarter. Fortis Capital Advisors LLC now owns 6,958 shares of the company’s stock valued at $1,296,000 after buying an additional 5,259 shares during the period. Belpointe Asset Management LLC grew its position in Vanguard Small-Cap Value ETF by 62.6% during the first quarter. Belpointe Asset Management LLC now owns 12,569 shares of the company’s stock valued at $2,342,000 after buying an additional 4,838 shares during the period. Focus Partners Wealth grew its position in Vanguard Small-Cap Value ETF by 41.5% during the first quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after buying an additional 195,694 shares during the period. Finally, Integrity Alliance LLC. lifted its holdings in Vanguard Small-Cap Value ETF by 928.5% during the first quarter. Integrity Alliance LLC. now owns 27,512 shares of the company’s stock valued at $5,125,000 after purchasing an additional 24,837 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR opened at $208.84 on Thursday. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $219.01. The company has a market capitalization of $31.47 billion, a P/E ratio of 14.99 and a beta of 1.15. The firm’s 50 day simple moving average is $203.25 and its two-hundred day simple moving average is $192.31.

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.