Circle Wealth Management LLC grew its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 125.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 87,586 shares of the company’s stock after acquiring an additional 48,700 shares during the period. Vanguard Small-Cap ETF accounts for 0.3% of Circle Wealth Management LLC’s portfolio, making the stock its 26th largest holding. Circle Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $22,593,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in VB. Costello Asset Management INC bought a new stake in Vanguard Small-Cap ETF during the 4th quarter worth approximately $25,000. Lloyd Advisory Services LLC. bought a new stake in Vanguard Small-Cap ETF during the 4th quarter worth approximately $25,000. Aventura Private Wealth LLC bought a new stake in Vanguard Small-Cap ETF during the 4th quarter worth approximately $28,000. GGM Financials LLC bought a new stake in Vanguard Small-Cap ETF during the 3rd quarter worth approximately $29,000. Finally, Laurel Wealth Advisors LLC bought a new stake in Vanguard Small-Cap ETF during the 4th quarter worth approximately $35,000.
Vanguard Small-Cap ETF Trading Up 0.7%
NYSEARCA VB opened at $296.38 on Friday. Vanguard Small-Cap ETF has a 12 month low of $228.80 and a 12 month high of $298.02. The stock has a market cap of $80.09 billion, a price-to-earnings ratio of 18.27 and a beta of 1.05. The company’s 50 day moving average is $284.26 and its two-hundred day moving average is $273.24.
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.
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