Compound Planning Inc. Increases Stock Holdings in Vanguard Small-Cap ETF $VB

Compound Planning Inc. increased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 154,846 shares of the company’s stock after purchasing an additional 3,551 shares during the period. Vanguard Small-Cap ETF accounts for about 1.2% of Compound Planning Inc.’s holdings, making the stock its 20th biggest holding. Compound Planning Inc. owned approximately 0.06% of Vanguard Small-Cap ETF worth $39,943,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Corient Private Wealth LLC increased its holdings in shares of Vanguard Small-Cap ETF by 2,422.8% during the 4th quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock worth $2,922,918,000 after buying an additional 10,882,179 shares during the last quarter. Align Financial LLC acquired a new position in Vanguard Small-Cap ETF in the fourth quarter valued at approximately $717,282,000. CIBC Bancorp USA Inc. acquired a new position in Vanguard Small-Cap ETF in the third quarter valued at approximately $324,131,000. Valpey Financial Services LLC grew its position in Vanguard Small-Cap ETF by 26,304.7% in the fourth quarter. Valpey Financial Services LLC now owns 954,531 shares of the company’s stock worth $246,221,000 after acquiring an additional 950,916 shares during the period. Finally, Focus Partners Wealth grew its position in Vanguard Small-Cap ETF by 534.1% in the third quarter. Focus Partners Wealth now owns 1,125,295 shares of the company’s stock worth $286,159,000 after acquiring an additional 947,832 shares during the period.

Vanguard Small-Cap ETF Stock Up 1.2%

VB stock opened at $296.51 on Friday. The business has a fifty day moving average of $286.74 and a two-hundred day moving average of $274.50. The stock has a market cap of $80.13 billion, a price-to-earnings ratio of 18.27 and a beta of 1.05. Vanguard Small-Cap ETF has a 52-week low of $229.04 and a 52-week high of $301.41.

Vanguard Small-Cap ETF 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.