Investments & Financial Planning LLC Trims Stake in Vanguard Small-Cap ETF $VB

Investments & Financial Planning LLC lessened its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 149,742 shares of the company’s stock after selling 3,025 shares during the quarter. Vanguard Small-Cap ETF makes up about 20.7% of Investments & Financial Planning LLC’s investment portfolio, making the stock its largest holding. Investments & Financial Planning LLC owned about 0.06% of Vanguard Small-Cap ETF worth $38,626,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Corient Private Wealth LLC grew its position in shares of Vanguard Small-Cap ETF by 2,422.8% during the fourth quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock worth $2,922,918,000 after acquiring an additional 10,882,179 shares during the last quarter. Morgan Stanley lifted its position in Vanguard Small-Cap ETF by 1.1% in the 4th quarter. Morgan Stanley now owns 7,864,543 shares of the company’s stock valued at $2,028,659,000 after purchasing an additional 84,999 shares during the last quarter. UBS Group AG boosted its stake in Vanguard Small-Cap ETF by 1.7% during the 4th quarter. UBS Group AG now owns 3,916,098 shares of the company’s stock valued at $1,010,157,000 after purchasing an additional 65,686 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in Vanguard Small-Cap ETF by 13.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 3,194,576 shares of the company’s stock valued at $812,317,000 after purchasing an additional 372,519 shares during the period. Finally, Align Financial LLC acquired a new position in Vanguard Small-Cap ETF during the 4th quarter valued at about $717,282,000.

Vanguard Small-Cap ETF Trading Up 1.2%

NYSEARCA VB opened at $296.51 on Friday. The company has a 50-day moving average price of $286.74 and a two-hundred day moving average price of $274.50. Vanguard Small-Cap ETF has a 52 week low of $229.04 and a 52 week high of $301.41. The stock has a market cap of $80.13 billion, a price-to-earnings ratio of 18.27 and a beta of 1.05.

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.