Octavia Wealth Advisors LLC Has $2.49 Million Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Octavia Wealth Advisors LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,653 shares of the company’s stock after selling 237 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $2,486,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Moneta Group Investment Advisors LLC raised its stake in shares of Vanguard Small-Cap ETF by 136,460.2% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 205,396,055 shares of the company’s stock worth $37,698,392,000 after purchasing an additional 205,245,648 shares during the last quarter. Morgan Stanley grew its holdings in shares of Vanguard Small-Cap ETF by 2.8% in the third quarter. Morgan Stanley now owns 6,927,236 shares of the company’s stock valued at $1,309,733,000 after acquiring an additional 191,676 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Vanguard Small-Cap ETF by 0.6% in the third quarter. Jones Financial Companies Lllp now owns 6,511,387 shares of the company’s stock valued at $1,231,108,000 after acquiring an additional 40,860 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Vanguard Small-Cap ETF by 2,168.8% in the fourth quarter. Cerity Partners LLC now owns 5,715,012 shares of the company’s stock valued at $1,219,184,000 after acquiring an additional 5,463,111 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in shares of Vanguard Small-Cap ETF by 5.7% in the third quarter. Envestnet Asset Management Inc. now owns 4,207,826 shares of the company’s stock valued at $795,574,000 after acquiring an additional 228,503 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 0.3 %

Shares of VB stock traded down $0.71 during trading on Tuesday, hitting $213.02. The company’s stock had a trading volume of 518,586 shares, compared to its average volume of 837,901. The company has a market cap of $52.76 billion, a PE ratio of 14.10 and a beta of 1.18. The business has a fifty day moving average of $219.99 and a 200-day moving average of $205.36. Vanguard Small-Cap ETF has a 52 week low of $174.84 and a 52 week high of $229.54.

Vanguard Small-Cap ETF Company Profile

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that is based on the CRSP US Small Cap index. The fund tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe. VB was launched on Jan 26, 2004 and is managed by Vanguard.