Vanguard Small-Cap ETF $VB Stock Sold by Kelleher Financial Advisors

Kelleher Financial Advisors lessened its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 50.7% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,029 shares of the company’s stock after selling 10,320 shares during the period. Vanguard Small-Cap ETF accounts for approximately 0.8% of Kelleher Financial Advisors’ portfolio, making the stock its 24th largest holding. Kelleher Financial Advisors’ holdings in Vanguard Small-Cap ETF were worth $2,853,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in VB. 3Chopt Investment Partners LLC boosted its position in shares of Vanguard Small-Cap ETF by 3.2% during the 3rd quarter. 3Chopt Investment Partners LLC now owns 114,466 shares of the company’s stock valued at $32,564,000 after acquiring an additional 3,581 shares during the last quarter. Focused Wealth Management Inc raised its stake in Vanguard Small-Cap ETF by 3.6% in the third quarter. Focused Wealth Management Inc now owns 62,037 shares of the company’s stock valued at $17,649,000 after purchasing an additional 2,169 shares in the last quarter. Provenance Wealth Advisors LLC raised its stake in Vanguard Small-Cap ETF by 1,157.9% in the third quarter. Provenance Wealth Advisors LLC now owns 478 shares of the company’s stock valued at $136,000 after purchasing an additional 440 shares in the last quarter. One Day In July LLC lifted its position in Vanguard Small-Cap ETF by 1.6% during the third quarter. One Day In July LLC now owns 18,157 shares of the company’s stock valued at $5,165,000 after purchasing an additional 282 shares during the last quarter. Finally, RFG Holdings Inc. lifted its position in Vanguard Small-Cap ETF by 26.5% during the third quarter. RFG Holdings Inc. now owns 78,187 shares of the company’s stock valued at $22,243,000 after purchasing an additional 16,375 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

VB stock opened at $295.90 on Thursday. Vanguard Small-Cap ETF has a one year low of $241.17 and a one year high of $309.51. The stock has a market cap of $80.04 billion, a PE ratio of 18.27 and a beta of 1.06. The firm has a 50 day simple moving average of $291.32 and a two-hundred day simple moving average of $286.47.

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.