Forbes Financial Planning Inc. Has $9.04 Million Stake in Vanguard Small-Cap Growth ETF $VBK

Forbes Financial Planning Inc. lifted its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 6.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,915 shares of the company’s stock after acquiring an additional 1,876 shares during the quarter. Vanguard Small-Cap Growth ETF comprises about 5.2% of Forbes Financial Planning Inc.’s investment portfolio, making the stock its 9th biggest holding. Forbes Financial Planning Inc.’s holdings in Vanguard Small-Cap Growth ETF were worth $9,042,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its holdings in shares of Vanguard Small-Cap Growth ETF by 2.7% in the fourth quarter. Bank of America Corp DE now owns 10,257,972 shares of the company’s stock valued at $3,099,036,000 after buying an additional 268,570 shares during the period. Corient Private Wealth LLC grew its holdings in Vanguard Small-Cap Growth ETF by 100.8% during the second quarter. Corient Private Wealth LLC now owns 1,924,932 shares of the company’s stock worth $533,099,000 after acquiring an additional 966,444 shares during the period. Assetmark Inc. grew its holdings in Vanguard Small-Cap Growth ETF by 0.9% during the fourth quarter. Assetmark Inc. now owns 1,564,878 shares of the company’s stock worth $472,765,000 after acquiring an additional 14,258 shares during the period. Sei Investments Co. raised its position in Vanguard Small-Cap Growth ETF by 1.2% in the third quarter. Sei Investments Co. now owns 949,929 shares of the company’s stock worth $282,726,000 after acquiring an additional 11,152 shares in the last quarter. Finally, LPL Financial LLC raised its position in Vanguard Small-Cap Growth ETF by 1.1% in the fourth quarter. LPL Financial LLC now owns 909,819 shares of the company’s stock worth $274,865,000 after acquiring an additional 9,979 shares in the last quarter.

Vanguard Small-Cap Growth ETF Trading Up 0.4%

Shares of NYSEARCA VBK opened at $357.92 on Tuesday. Vanguard Small-Cap Growth ETF has a twelve month low of $266.57 and a twelve month high of $359.74. The firm has a 50-day moving average of $342.73 and a two-hundred day moving average of $322.91. The company has a market capitalization of $23.90 billion, a price-to-earnings ratio of 27.57 and a beta of 1.17.

Vanguard Small-Cap Growth ETF Company Profile

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.