Horizons Wealth Management Makes New $11.37 Million Investment in Vanguard Small-Cap ETF $VB

Horizons Wealth Management acquired a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 39,982 shares of the company’s stock, valued at approximately $11,374,000. Vanguard Small-Cap ETF makes up about 7.1% of Horizons Wealth Management’s holdings, making the stock its 4th largest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Baker Tilly Wealth Management LLC grew its holdings in Vanguard Small-Cap ETF by 5.9% in the third quarter. Baker Tilly Wealth Management LLC now owns 1,608 shares of the company’s stock valued at $457,000 after purchasing an additional 90 shares during the last quarter. Ferguson Wellman Capital Management Inc. raised its stake in shares of Vanguard Small-Cap ETF by 31.8% during the 3rd quarter. Ferguson Wellman Capital Management Inc. now owns 10,107 shares of the company’s stock worth $2,875,000 after buying an additional 2,439 shares during the last quarter. Rockland Trust Co. boosted its position in shares of Vanguard Small-Cap ETF by 12.8% in the 3rd quarter. Rockland Trust Co. now owns 3,262 shares of the company’s stock worth $928,000 after buying an additional 369 shares in the last quarter. Collective Family Office LLC boosted its position in shares of Vanguard Small-Cap ETF by 0.6% in the 3rd quarter. Collective Family Office LLC now owns 7,008 shares of the company’s stock worth $1,994,000 after buying an additional 41 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB boosted its position in shares of Vanguard Small-Cap ETF by 0.7% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 9,157 shares of the company’s stock worth $2,605,000 after buying an additional 62 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

NYSEARCA:VB traded up $2.08 during trading hours on Monday, reaching $291.07. 196,495 shares of the company traded hands, compared to its average volume of 636,582. The firm’s 50-day moving average is $297.55 and its 200-day moving average is $289.85. The stock has a market cap of $78.56 billion, a P/E ratio of 18.27 and a beta of 1.06. Vanguard Small-Cap ETF has a 1-year low of $241.17 and a 1-year high of $309.51.

About Vanguard Small-Cap ETF

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.