Clear Retirement Advice LLC Makes New $5.78 Million Investment in Vanguard Small-Cap Growth ETF $VBK

Clear Retirement Advice LLC purchased a new position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 18,663 shares of the company’s stock, valued at approximately $5,783,000. Vanguard Small-Cap Growth ETF comprises 4.5% of Clear Retirement Advice LLC’s investment portfolio, making the stock its 7th biggest position.

A number of other hedge funds and other institutional investors have also modified their holdings of VBK. XY Planning Network Inc. lifted its stake in shares of Vanguard Small-Cap Growth ETF by 1.2% in the 4th quarter. XY Planning Network Inc. now owns 2,702 shares of the company’s stock valued at $816,000 after purchasing an additional 32 shares during the last quarter. Stewardship Advisors LLC increased its position in Vanguard Small-Cap Growth ETF by 3.2% during the fourth quarter. Stewardship Advisors LLC now owns 1,108 shares of the company’s stock worth $335,000 after buying an additional 34 shares during the last quarter. Founders Grove Wealth Partners LLC increased its position in Vanguard Small-Cap Growth ETF by 0.7% during the fourth quarter. Founders Grove Wealth Partners LLC now owns 4,713 shares of the company’s stock worth $1,424,000 after buying an additional 35 shares during the last quarter. Capital Advisory Group Advisory Services LLC increased its position in Vanguard Small-Cap Growth ETF by 3.3% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 1,105 shares of the company’s stock worth $334,000 after buying an additional 35 shares during the last quarter. Finally, NBC Securities Inc. raised its holdings in Vanguard Small-Cap Growth ETF by 24.3% during the fourth quarter. NBC Securities Inc. now owns 179 shares of the company’s stock valued at $54,000 after buying an additional 35 shares in the last quarter.

Vanguard Small-Cap Growth ETF Price Performance

Shares of NYSEARCA:VBK opened at $356.54 on Friday. Vanguard Small-Cap Growth ETF has a fifty-two week low of $266.57 and a fifty-two week high of $359.06. The business has a 50-day moving average of $341.10 and a two-hundred day moving average of $322.12. The stock has a market capitalization of $23.81 billion, a P/E ratio of 27.57 and a beta of 1.17.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.