ATX Financial Planning LLC Invests $1.73 Million in Vanguard Small-Cap ETF $VB

ATX Financial Planning LLC bought a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 6,688 shares of the company’s stock, valued at approximately $1,725,000. Vanguard Small-Cap ETF accounts for about 1.3% of ATX Financial Planning LLC’s investment portfolio, making the stock its 18th biggest holding.

Other institutional investors and hedge funds also recently modified their holdings of the company. JFS Wealth Advisors LLC increased its position in Vanguard Small-Cap ETF by 0.3% during the fourth quarter. JFS Wealth Advisors LLC now owns 10,875 shares of the company’s stock worth $2,805,000 after buying an additional 37 shares during the last quarter. Stonebridge Financial Group LLC increased its holdings in shares of Vanguard Small-Cap ETF by 2.6% during the 4th quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock worth $371,000 after acquiring an additional 37 shares during the last quarter. Rockwood Wealth Management LLC increased its holdings in shares of Vanguard Small-Cap ETF by 0.6% during the 4th quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock worth $1,504,000 after acquiring an additional 37 shares during the last quarter. Cornerstone Advisors Asset Management LLC raised its stake in Vanguard Small-Cap ETF by 0.4% in the 4th quarter. Cornerstone Advisors Asset Management LLC now owns 9,197 shares of the company’s stock valued at $2,372,000 after acquiring an additional 37 shares during the period. Finally, Covestor Ltd lifted its holdings in Vanguard Small-Cap ETF by 2.4% during the 4th quarter. Covestor Ltd now owns 1,644 shares of the company’s stock valued at $424,000 after purchasing an additional 38 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

VB stock opened at $296.51 on Friday. The company has a fifty day moving average price of $286.74 and a two-hundred day moving average price of $274.50. Vanguard Small-Cap ETF has a one year low of $229.04 and a one year high of $301.41. The stock has a market cap of $80.13 billion, a price-to-earnings ratio of 18.27 and a beta of 1.05.

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.