Independent Financial Group LLC Takes Position in Vanguard Small-Cap ETF $VB
by Mitch Edgeman · The Markets DailyIndependent Financial Group LLC acquired a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the first quarter, according to its most recent filing with the SEC. The fund acquired 14,020 shares of the company’s stock, valued at approximately $3,672,000.
A number of other institutional investors have also added to or reduced their stakes in VB. Orin Green Financial LLC grew its holdings in Vanguard Small-Cap ETF by 0.3% during 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 in the last quarter. JFS Wealth Advisors LLC increased its position in shares of 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 valued at $2,805,000 after buying an additional 37 shares during the period. Stonebridge Financial Group LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 2.6% in the fourth quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock worth $371,000 after buying an additional 37 shares in the last quarter. Rockwood Wealth Management LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 0.6% in the fourth quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock worth $1,504,000 after buying an additional 37 shares in the last quarter. Finally, Cornerstone Advisors Asset Management LLC boosted its position in shares of Vanguard Small-Cap ETF by 0.4% in the fourth quarter. Cornerstone Advisors Asset Management LLC now owns 9,197 shares of the company’s stock valued at $2,372,000 after acquiring an additional 37 shares during the period.
Vanguard Small-Cap ETF Trading Down 0.6%
VB stock opened at $296.22 on Friday. The firm has a 50 day moving average of $293.77 and a 200-day moving average of $279.91. The firm has a market capitalization of $79.74 billion, a P/E ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a 12 month low of $234.49 and a 12 month high of $304.70.
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.
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