Discipline Wealth Solutions LLC Acquires 91,409 Shares of Vanguard Small-Cap ETF $VB

Discipline Wealth Solutions LLC grew its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 219.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 133,155 shares of the company’s stock after buying an additional 91,409 shares during the quarter. Vanguard Small-Cap ETF accounts for 3.7% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 6th largest position. Discipline Wealth Solutions LLC’s holdings in Vanguard Small-Cap ETF were worth $34,876,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Auto Owners Insurance Co increased its holdings in Vanguard Small-Cap ETF by 29,071.8% in the 4th quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock worth $18,739,021,000 after acquiring an additional 72,396,915 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in Vanguard Small-Cap ETF by 2,422.8% during the fourth quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock valued at $2,922,918,000 after purchasing an additional 10,882,179 shares in the last quarter. Align Financial LLC purchased a new position in Vanguard Small-Cap ETF during the fourth quarter valued at $717,282,000. CIBC Bancorp USA Inc. acquired a new stake in shares of Vanguard Small-Cap ETF in the third quarter valued at about $324,131,000. Finally, Valpey Financial Services LLC grew its position in shares of Vanguard Small-Cap ETF by 26,304.7% in the fourth quarter. Valpey Financial Services LLC now owns 954,531 shares of the company’s stock valued at $246,221,000 after purchasing an additional 950,916 shares during the period.

Vanguard Small-Cap ETF Stock Up 0.3%

VB stock opened at $297.27 on Tuesday. The stock has a market capitalization of $80.33 billion, a P/E ratio of 18.27 and a beta of 1.05. The firm has a 50-day simple moving average of $287.70 and a 200-day simple moving average of $275.07. Vanguard Small-Cap ETF has a 52 week low of $229.04 and a 52 week high of $301.41.

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.