Carter Financial LLC Makes New Investment in Vanguard Small-Cap ETF $VB

Carter Financial LLC bought a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) during the 4th quarter, Holdings Channel reports. The firm bought 22,289 shares of the company’s stock, valued at approximately $5,749,000. Vanguard Small-Cap ETF accounts for about 5.1% of Carter Financial LLC’s investment portfolio, making the stock its 6th largest holding.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. John A. Wolfe & Associates Inc. acquired a new position in Vanguard Small-Cap ETF during the 4th quarter worth $360,000. Rockefeller Capital Management L.P. increased its stake in shares of Vanguard Small-Cap ETF by 15.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 442,942 shares of the company’s stock valued at $114,257,000 after buying an additional 58,771 shares during the period. Osbon Capital Management LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter valued at $2,496,000. Fund Advisors of America Inc FL bought a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter worth $716,000. Finally, World Investment Advisors raised its position in shares of Vanguard Small-Cap ETF by 41.0% during the fourth quarter. World Investment Advisors now owns 66,846 shares of the company’s stock worth $17,243,000 after acquiring an additional 19,436 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of VB opened at $296.51 on Friday. The stock’s fifty day simple moving average is $287.21 and its 200-day simple moving average is $274.66. The firm has a market capitalization of $80.13 billion, a PE ratio of 18.27 and a beta of 1.05. Vanguard Small-Cap ETF has a 12-month low of $229.04 and a 12-month 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.