Baer Investment Advisory LLC Takes $750,000 Position in Vanguard Small-Cap ETF $VB

Baer Investment Advisory LLC purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,864 shares of the company’s stock, valued at approximately $750,000.

Several other hedge funds have also recently modified their holdings of the stock. Field & Main Bank raised its stake in shares of Vanguard Small-Cap ETF by 6.9% during the 4th quarter. Field & Main Bank now owns 36,334 shares of the company’s stock worth $9,372,000 after buying an additional 2,333 shares during the last quarter. BIP Wealth LLC raised its position in Vanguard Small-Cap ETF by 7.4% during the fourth quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock worth $7,669,000 after acquiring an additional 2,051 shares during the last quarter. Dunhill Financial LLC raised its position in Vanguard Small-Cap ETF by 12.9% during the fourth quarter. Dunhill Financial LLC now owns 57,382 shares of the company’s stock worth $14,661,000 after acquiring an additional 6,569 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its holdings in shares of Vanguard Small-Cap ETF by 6.7% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock valued at $20,555,000 after purchasing an additional 4,995 shares in the last quarter. Finally, Captrust Financial Advisors lifted its holdings in shares of Vanguard Small-Cap ETF by 5.2% in the third quarter. Captrust Financial Advisors now owns 2,513,129 shares of the company’s stock valued at $639,038,000 after purchasing an additional 124,673 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

VB stock opened at $300.34 on Friday. The company’s 50 day simple moving average is $291.18 and its 200-day simple moving average is $277.40. Vanguard Small-Cap ETF has a 12 month low of $234.49 and a 12 month high of $304.70. The firm has a market capitalization of $80.58 billion, a PE ratio of 18.27 and a beta of 1.04.

About Vanguard Small-Cap ETF

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.