Geneos Wealth Management Inc. Has $2.55 Million Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Geneos Wealth Management Inc. boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 29.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,619 shares of the company’s stock after buying an additional 2,388 shares during the period. Geneos Wealth Management Inc.’s holdings in Vanguard Small-Cap ETF were worth $2,552,000 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 the company. Aspiring Ventures LLC bought a new stake in Vanguard Small-Cap ETF during the 4th quarter worth approximately $288,000. Accel Wealth Management increased its holdings in Vanguard Small-Cap ETF by 5.1% during the 4th quarter. Accel Wealth Management now owns 2,666 shares of the company’s stock worth $640,000 after purchasing an additional 130 shares in the last quarter. Pflug Koory LLC increased its holdings in Vanguard Small-Cap ETF by 53.8% during the 4th quarter. Pflug Koory LLC now owns 400 shares of the company’s stock worth $96,000 after purchasing an additional 140 shares in the last quarter. Carr Financial Group Corp increased its holdings in Vanguard Small-Cap ETF by 36.1% during the 4th quarter. Carr Financial Group Corp now owns 14,649 shares of the company’s stock worth $3,520,000 after purchasing an additional 3,887 shares in the last quarter. Finally, Petredis Investment Advisors LLC increased its holdings in Vanguard Small-Cap ETF by 88.7% during the 4th quarter. Petredis Investment Advisors LLC now owns 86,763 shares of the company’s stock worth $20,847,000 after purchasing an additional 40,781 shares in the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of VB opened at $251.81 on Friday. The stock has a 50 day moving average price of $249.38 and a two-hundred day moving average price of $238.57. The firm has a market capitalization of $62.37 billion, a P/E ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a 52 week low of $205.93 and a 52 week high of $263.35.

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.