Lord & Richards Wealth Management LLC Boosts Stock Position in Vanguard Small-Cap ETF $VB

Lord & Richards Wealth Management LLC boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 56.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,535 shares of the company’s stock after purchasing an additional 2,723 shares during the quarter. Vanguard Small-Cap ETF comprises about 1.7% of Lord & Richards Wealth Management LLC’s holdings, making the stock its 14th largest position. Lord & Richards Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $1,944,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Vanguard Small-Cap ETF by 36.5% in the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock worth $2,878,000 after acquiring an additional 3,200 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 11.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock worth $2,148,000 after purchasing an additional 920 shares during the last quarter. Aspire Growth Partners LLC increased its stake in Vanguard Small-Cap ETF by 5.0% in the second quarter. Aspire Growth Partners LLC now owns 2,342 shares of the company’s stock valued at $555,000 after purchasing an additional 111 shares during the last quarter. Russell Investments Group Ltd. increased its stake in Vanguard Small-Cap ETF by 8.5% in the second quarter. Russell Investments Group Ltd. now owns 4,983 shares of the company’s stock valued at $1,181,000 after purchasing an additional 389 shares during the last quarter. Finally, Mackenzie Financial Corp lifted its position in Vanguard Small-Cap ETF by 14.4% during the second quarter. Mackenzie Financial Corp now owns 23,812 shares of the company’s stock worth $5,643,000 after buying an additional 2,994 shares during the period.

Vanguard Small-Cap ETF Trading Down 0.9%

Shares of NYSEARCA:VB opened at $253.84 on Tuesday. The firm has a market cap of $67.94 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10. The stock’s 50-day moving average price is $270.97 and its two-hundred day moving average price is $262.66. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month high of $281.90.

Vanguard Small-Cap ETF Company 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.