Cyndeo Wealth Partners LLC Grows Holdings in Vanguard Small-Cap ETF $VB

Cyndeo Wealth Partners LLC boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 5.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 92,620 shares of the company’s stock after purchasing an additional 4,971 shares during the period. Vanguard Small-Cap ETF comprises 1.3% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 12th biggest position. Cyndeo Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $23,891,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Versant Capital Management Inc boosted its stake in shares of Vanguard Small-Cap ETF by 7.3% in the 3rd quarter. Versant Capital Management Inc now owns 588 shares of the company’s stock worth $149,000 after buying an additional 40 shares during the last quarter. Transce3nd LLC grew its holdings 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 valued at $106,000 after acquiring an additional 42 shares in the last quarter. Grey Ledge Advisors LLC increased its position in shares of Vanguard Small-Cap ETF by 3.4% during the third quarter. Grey Ledge Advisors LLC now owns 1,293 shares of the company’s stock valued at $329,000 after acquiring an additional 42 shares during the last quarter. Argent Trust Co increased its position in shares of Vanguard Small-Cap ETF by 0.5% during the third quarter. Argent Trust Co now owns 9,246 shares of the company’s stock valued at $2,351,000 after acquiring an additional 43 shares during the last quarter. Finally, Clear Creek Financial Management LLC lifted its holdings in Vanguard Small-Cap ETF by 0.7% during the third quarter. Clear Creek Financial Management LLC now owns 6,006 shares of the company’s stock worth $1,527,000 after acquiring an additional 44 shares during the period.

Vanguard Small-Cap ETF Trading Down 2.3%

VB stock opened at $257.24 on Friday. The stock’s fifty day simple moving average is $272.59 and its two-hundred day simple moving average is $262.34. Vanguard Small-Cap ETF has a 1-year low of $190.27 and a 1-year high of $281.90. The stock has a market cap of $68.85 billion, a P/E ratio of 18.27 and a beta of 1.10.

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.