Connecticut Wealth Management LLC Reduces Holdings in Vanguard Small-Cap ETF $VB

Connecticut Wealth Management LLC reduced its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 3.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 149,803 shares of the company’s stock after selling 6,152 shares during the quarter. Vanguard Small-Cap ETF makes up 1.7% of Connecticut Wealth Management LLC’s investment portfolio, making the stock its 14th largest position. Connecticut Wealth Management LLC owned approximately 0.06% of Vanguard Small-Cap ETF worth $38,642,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Costello Asset Management INC purchased a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter worth about $25,000. Lloyd Advisory Services LLC. purchased a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter worth about $25,000. Aventura Private Wealth LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter worth about $28,000. GGM Financials LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the third quarter worth about $29,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter worth about $35,000.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA VB opened at $294.32 on Friday. The company has a market cap of $79.54 billion, a PE ratio of 18.27 and a beta of 1.05. Vanguard Small-Cap ETF has a 12 month low of $228.80 and a 12 month high of $295.99. The company has a 50-day simple moving average of $283.60 and a 200-day simple moving average of $273.08.

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.