Compound Planning Inc. Cuts Stock Holdings in Vanguard Small-Cap ETF $VB

Compound Planning Inc. lowered its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 11.4% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 137,137 shares of the company’s stock after selling 17,709 shares during the quarter. Vanguard Small-Cap ETF comprises 1.1% of Compound Planning Inc.’s investment portfolio, making the stock its 19th largest holding. Compound Planning Inc. owned approximately 0.05% of Vanguard Small-Cap ETF worth $35,919,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in VB. Field & Main Bank grew its stake in Vanguard Small-Cap ETF by 6.9% in the 4th quarter. Field & Main Bank now owns 36,334 shares of the company’s stock valued at $9,372,000 after buying an additional 2,333 shares during the last quarter. BIP Wealth LLC boosted its holdings in Vanguard Small-Cap ETF by 7.4% during the fourth quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock valued at $7,669,000 after acquiring an additional 2,051 shares during the period. Dunhill Financial LLC boosted its holdings in Vanguard Small-Cap ETF by 12.9% during the fourth quarter. Dunhill Financial LLC now owns 57,382 shares of the company’s stock valued at $14,661,000 after acquiring an additional 6,569 shares during the period. Envestnet Portfolio Solutions Inc. grew its position in shares of Vanguard Small-Cap ETF by 6.7% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock valued at $20,555,000 after purchasing an additional 4,995 shares during the last quarter. Finally, DeDora Capital Inc. grew its position in shares of Vanguard Small-Cap ETF by 3.1% in the fourth quarter. DeDora Capital Inc. now owns 78,867 shares of the company’s stock valued at $20,344,000 after purchasing an additional 2,350 shares during the last quarter.

Vanguard Small-Cap ETF Trading Down 0.5%

Shares of VB stock opened at $294.75 on Friday. Vanguard Small-Cap ETF has a 1 year low of $234.49 and a 1 year high of $304.70. The firm’s 50 day moving average is $294.47 and its 200-day moving average is $281.05. The firm has a market capitalization of $79.35 billion, a price-to-earnings 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.