Forum Financial Management LP Sells 215 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Forum Financial Management LP trimmed its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 17.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,014 shares of the company’s stock after selling 215 shares during the quarter. Forum Financial Management LP’s holdings in Vanguard Small-Cap ETF were worth $241,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of VB. Triad Wealth Partners LLC bought a new position in Vanguard Small-Cap ETF in the 2nd quarter worth about $27,000. ORG Wealth Partners LLC bought a new position in Vanguard Small-Cap ETF in the third quarter worth approximately $28,000. Kozak & Associates Inc. purchased a new position in Vanguard Small-Cap ETF during the 3rd quarter worth $34,000. Turtle Creek Wealth Advisors LLC bought a new stake in Vanguard Small-Cap ETF during the 2nd quarter valued at $36,000. Finally, ORG Partners LLC purchased a new stake in shares of Vanguard Small-Cap ETF in the 2nd quarter worth $41,000.

Vanguard Small-Cap ETF Trading Up 1.7 %

VB opened at $240.84 on Wednesday. The company has a market capitalization of $59.65 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a 12-month low of $180.92 and a 12-month high of $242.93. The business’s fifty day simple moving average is $234.71 and its 200-day simple moving average is $226.50.

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.