Assetmark Inc. Has $63.67 Million Stock Position in Vanguard Small-Cap ETF $VB

Assetmark Inc. reduced its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 16.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 243,103 shares of the company’s stock after selling 48,940 shares during the quarter. Assetmark Inc. owned about 0.09% of Vanguard Small-Cap ETF worth $63,674,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Costello Asset Management INC bought a new position in Vanguard Small-Cap ETF during the fourth quarter worth $25,000. Lloyd Advisory Services LLC. acquired a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter valued at about $25,000. Aventura Private Wealth LLC bought a new stake in Vanguard Small-Cap ETF in the 4th quarter valued at about $28,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Vanguard Small-Cap ETF during the 4th quarter worth approximately $28,000. Finally, Laurel Wealth Advisors LLC bought a new position in Vanguard Small-Cap ETF in the fourth quarter worth approximately $35,000.

Vanguard Small-Cap ETF Stock Down 0.6%

Shares of VB opened at $296.22 on Friday. Vanguard Small-Cap ETF has a 12-month low of $234.49 and a 12-month high of $304.70. The business’s fifty day moving average is $293.77 and its 200 day moving average is $279.91. The stock has a market cap of $79.74 billion, a P/E ratio of 18.27 and a beta of 1.04.

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.