Wealthspire Retirement LLC Has $19.39 Million Stock Holdings in Vanguard Small-Cap ETF $VB

Wealthspire Retirement LLC raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 7.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 74,047 shares of the company’s stock after purchasing an additional 4,912 shares during the quarter. Vanguard Small-Cap ETF makes up about 1.2% of Wealthspire Retirement LLC’s portfolio, making the stock its 20th biggest holding. Wealthspire Retirement LLC’s holdings in Vanguard Small-Cap ETF were worth $19,394,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of VB. Orin Green Financial LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 0.3% in the 1st quarter. Orin Green Financial LLC now owns 13,110 shares of the company’s stock valued at $3,434,000 after buying an additional 36 shares during the last quarter. JFS Wealth Advisors LLC increased its holdings in Vanguard Small-Cap ETF by 0.3% during the fourth quarter. JFS Wealth Advisors LLC now owns 10,875 shares of the company’s stock worth $2,805,000 after buying an additional 37 shares during the last quarter. Stonebridge Financial Group LLC raised its position in Vanguard Small-Cap ETF by 2.6% during the fourth quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock worth $371,000 after acquiring an additional 37 shares in the last quarter. Rockwood Wealth Management LLC raised its position in Vanguard Small-Cap ETF by 0.6% during the fourth quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock worth $1,504,000 after acquiring an additional 37 shares in the last quarter. Finally, IMA Advisory Services Inc. lifted its stake in Vanguard Small-Cap ETF by 3.2% in the first quarter. IMA Advisory Services Inc. now owns 1,185 shares of the company’s stock valued at $310,000 after acquiring an additional 37 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of VB stock opened at $296.19 on Thursday. The company has a fifty day moving average price of $294.31 and a two-hundred day moving average price of $280.82. Vanguard Small-Cap ETF has a one year low of $234.49 and a one year high of $304.70. The stock has a market cap of $79.73 billion, a P/E ratio of 18.27 and a beta of 1.04.

Vanguard Small-Cap ETF 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.