Horizon Family Wealth Inc. Cuts Stock Position in Vanguard Small-Cap ETF $VB

Horizon Family Wealth Inc. lowered its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 37.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,677 shares of the company’s stock after selling 7,616 shares during the period. Vanguard Small-Cap ETF makes up about 1.7% of Horizon Family Wealth Inc.’s portfolio, making the stock its 16th largest position. Horizon Family Wealth Inc.’s holdings in Vanguard Small-Cap ETF were worth $3,270,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Field & Main Bank grew its position in Vanguard Small-Cap ETF by 6.9% during the 4th quarter. Field & Main Bank now owns 36,334 shares of the company’s stock worth $9,372,000 after purchasing an additional 2,333 shares during the last quarter. BIP Wealth LLC grew its position in Vanguard Small-Cap ETF by 7.4% during the 4th quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock worth $7,669,000 after purchasing an additional 2,051 shares during the last quarter. Dunhill Financial LLC grew its position in Vanguard Small-Cap ETF by 12.9% during the 4th quarter. Dunhill Financial LLC now owns 57,382 shares of the company’s stock worth $14,661,000 after purchasing an additional 6,569 shares during the last quarter. Compass Wealth Management LLC purchased a new stake in Vanguard Small-Cap ETF during the 3rd quarter worth approximately $11,564,000. Finally, Envestnet Portfolio Solutions Inc. grew its position in Vanguard Small-Cap ETF by 6.7% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock worth $20,555,000 after purchasing an additional 4,995 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

NYSEARCA:VB opened at $289.09 on Tuesday. The company has a market cap of $78.12 billion, a PE ratio of 18.27 and a beta of 1.05. Vanguard Small-Cap ETF has a twelve month low of $221.85 and a twelve month high of $291.99. The company’s 50 day moving average is $275.54 and its two-hundred day moving average is $269.20.

Vanguard Small-Cap ETF 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.