Vanguard Small-Cap ETF (NYSEARCA:VB) is Abound Wealth Management’s 8th Largest Position

Abound Wealth Management grew its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 49,519 shares of the company’s stock after acquiring an additional 460 shares during the quarter. Vanguard Small-Cap ETF accounts for approximately 3.8% of Abound Wealth Management’s portfolio, making the stock its 8th largest holding. Abound Wealth Management’s holdings in Vanguard Small-Cap ETF were worth $11,899,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Grimes & Company Inc. raised its stake in shares of Vanguard Small-Cap ETF by 354.2% during the 3rd quarter. Grimes & Company Inc. now owns 674,793 shares of the company’s stock worth $160,068,000 after purchasing an additional 526,226 shares during the period. Wulff Hansen & CO. purchased a new position in Vanguard Small-Cap ETF in the second quarter valued at about $77,968,000. Accredited Investors Inc. grew its position in shares of Vanguard Small-Cap ETF by 1,958.6% during the 3rd quarter. Accredited Investors Inc. now owns 276,885 shares of the company’s stock valued at $65,680,000 after acquiring an additional 263,435 shares during the period. Mercer Global Advisors Inc. ADV increased its stake in shares of Vanguard Small-Cap ETF by 8.8% during the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 2,186,540 shares of the company’s stock worth $473,335,000 after purchasing an additional 176,660 shares during the last quarter. Finally, Magnolia Capital Advisors LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the 2nd quarter worth approximately $36,060,000.

Vanguard Small-Cap ETF Price Performance

Shares of VB traded up $1.02 during trading hours on Monday, hitting $239.14. The company’s stock had a trading volume of 950,144 shares, compared to its average volume of 742,992. The business has a 50 day simple moving average of $249.57 and a two-hundred day simple moving average of $236.71. Vanguard Small-Cap ETF has a 52-week low of $202.66 and a 52-week high of $263.35. The company has a market cap of $59.23 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

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.