Everhart Financial Group Inc. Grows Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Everhart Financial Group Inc. increased its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 16.6% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 16,988 shares of the company’s stock after purchasing an additional 2,419 shares during the period. Vanguard Small-Cap Growth ETF makes up approximately 0.6% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 24th largest position. Everhart Financial Group Inc.’s holdings in Vanguard Small-Cap Growth ETF were worth $4,277,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Ironwood Wealth Management LLC. grew its stake in shares of Vanguard Small-Cap Growth ETF by 42.5% in the fourth quarter. Ironwood Wealth Management LLC. now owns 2,449 shares of the company’s stock valued at $686,000 after buying an additional 731 shares in the last quarter. LaFleur & Godfrey LLC boosted its holdings in Vanguard Small-Cap Growth ETF by 4.7% during the 4th quarter. LaFleur & Godfrey LLC now owns 908 shares of the company’s stock valued at $254,000 after acquiring an additional 41 shares during the period. Brighton Jones LLC boosted its holdings in Vanguard Small-Cap Growth ETF by 1.3% during the 4th quarter. Brighton Jones LLC now owns 11,160 shares of the company’s stock valued at $3,125,000 after acquiring an additional 142 shares during the period. Stonebridge Financial Group LLC acquired a new position in Vanguard Small-Cap Growth ETF in the 4th quarter valued at about $46,000. Finally, Leavell Investment Management Inc. grew its position in Vanguard Small-Cap Growth ETF by 5.5% in the 4th quarter. Leavell Investment Management Inc. now owns 5,667 shares of the company’s stock valued at $1,587,000 after acquiring an additional 296 shares in the last quarter.

Vanguard Small-Cap Growth ETF Price Performance

Shares of NYSEARCA:VBK opened at $271.71 on Friday. The firm has a market capitalization of $72.98 billion, a PE ratio of 26.70 and a beta of 1.14. Vanguard Small-Cap Growth ETF has a 1 year low of $214.77 and a 1 year high of $304.59. The firm’s 50-day moving average is $254.56 and its two-hundred day moving average is $271.19.

Vanguard Small-Cap Growth ETF Company Profile

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies.