Elevation Point Wealth Partners LLC Increases Holdings in Vanguard Small-Cap ETF $VB

Elevation Point Wealth Partners LLC lifted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 69.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,883 shares of the company’s stock after purchasing an additional 6,509 shares during the period. Elevation Point Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $4,160,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VB. Auto Owners Insurance Co increased its stake in shares of Vanguard Small-Cap ETF by 29,071.8% during the 4th quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock worth $18,739,021,000 after purchasing an additional 72,396,915 shares during the last quarter. Corient Private Wealth LLC lifted its stake in Vanguard Small-Cap ETF by 2,422.8% in 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 during the last quarter. Morgan Stanley grew its holdings in Vanguard Small-Cap ETF by 1.1% during the fourth quarter. Morgan Stanley now owns 7,864,543 shares of the company’s stock valued at $2,028,659,000 after purchasing an additional 84,999 shares during the period. UBS Group AG grew its holdings in Vanguard Small-Cap ETF by 1.7% during the fourth quarter. UBS Group AG now owns 3,916,098 shares of the company’s stock valued at $1,010,157,000 after purchasing an additional 65,686 shares during the period. Finally, Mercer Global Advisors Inc. ADV increased its position in Vanguard Small-Cap ETF by 13.2% in the third quarter. Mercer Global Advisors Inc. ADV now owns 3,194,576 shares of the company’s stock worth $812,317,000 after buying an additional 372,519 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

NYSEARCA:VB opened at $300.34 on Friday. The company has a market capitalization of $80.58 billion, a P/E ratio of 18.27 and a beta of 1.04. The business has a fifty day simple moving average of $291.18 and a two-hundred day simple moving average of $277.40. Vanguard Small-Cap ETF has a 1 year low of $234.49 and a 1 year high of $304.70.

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.