Vanguard Small-Cap ETF $VB is Heartwood Wealth Advisors LLC’s 2nd Largest Position

by · The Markets Daily

Heartwood Wealth Advisors LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 349,079 shares of the company’s stock after purchasing an additional 3,112 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 8.3% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 2nd largest holding. Heartwood Wealth Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $88,764,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bar Harbor Wealth Management increased its stake in Vanguard Small-Cap ETF by 2.3% in the 2nd quarter. Bar Harbor Wealth Management now owns 1,905 shares of the company’s stock worth $451,000 after acquiring an additional 42 shares during the last quarter. Transce3nd LLC increased its position in shares of Vanguard Small-Cap ETF by 10.3% in the second quarter. Transce3nd LLC now owns 448 shares of the company’s stock worth $106,000 after purchasing an additional 42 shares during the last quarter. USAdvisors Wealth Management LLC raised its stake in Vanguard Small-Cap ETF by 0.7% in the second quarter. USAdvisors Wealth Management LLC now owns 6,153 shares of the company’s stock valued at $1,459,000 after purchasing an additional 43 shares in the last quarter. Schrum Private Wealth Management LLC lifted its position in Vanguard Small-Cap ETF by 0.7% during the second quarter. Schrum Private Wealth Management LLC now owns 5,938 shares of the company’s stock valued at $1,407,000 after purchasing an additional 43 shares during the last quarter. Finally, Means Investment CO. Inc. lifted its position in Vanguard Small-Cap ETF by 3.0% during the second quarter. Means Investment CO. Inc. now owns 1,493 shares of the company’s stock valued at $354,000 after purchasing an additional 43 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA:VB opened at $261.24 on Tuesday. The company’s fifty day moving average price is $255.06 and its 200-day moving average price is $248.35. The firm has a market capitalization of $70.15 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a one year low of $190.27 and a one year high of $266.92.

About Vanguard Small-Cap ETF

(Free Report)

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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