ATX Financial Planning LLC Has $333,000 Stock Position in Vanguard Small-Cap ETF $VB

ATX Financial Planning LLC cut its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 81.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,270 shares of the company’s stock after selling 5,418 shares during the period. ATX Financial Planning LLC’s holdings in Vanguard Small-Cap ETF were worth $333,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of VB. Orin Green Financial LLC grew its position in Vanguard Small-Cap ETF by 0.3% in the first quarter. Orin Green Financial LLC now owns 13,110 shares of the company’s stock valued at $3,434,000 after acquiring an additional 36 shares during the last quarter. JFS Wealth Advisors LLC boosted its position in Vanguard Small-Cap ETF by 0.3% in the fourth quarter. JFS Wealth Advisors LLC now owns 10,875 shares of the company’s stock valued at $2,805,000 after buying an additional 37 shares in the last quarter. Stonebridge Financial Group LLC boosted its position in Vanguard Small-Cap ETF by 2.6% in the fourth quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock valued at $371,000 after buying an additional 37 shares in the last quarter. Rockwood Wealth Management LLC grew its stake in shares of Vanguard Small-Cap ETF by 0.6% during the fourth quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock worth $1,504,000 after buying an additional 37 shares during the last quarter. Finally, Cornerstone Advisors Asset Management LLC increased its holdings in shares of Vanguard Small-Cap ETF by 0.4% during the fourth quarter. Cornerstone Advisors Asset Management LLC now owns 9,197 shares of the company’s stock worth $2,372,000 after buying an additional 37 shares in the last quarter.

Vanguard Small-Cap ETF Stock Up 1.2%

NYSEARCA VB opened at $298.68 on Friday. The company has a market cap of $80.40 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a twelve month low of $234.49 and a twelve month high of $304.70. The business’s fifty day moving average is $292.44 and its 200 day moving average is $278.59.

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.