Vanguard Small-Cap ETF (NYSEARCA:VB) Position Trimmed by Connecticut Wealth Management LLC

Connecticut Wealth Management LLC trimmed its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 144,861 shares of the company’s stock after selling 2,859 shares during the quarter. Vanguard Small-Cap ETF accounts for 1.6% of Connecticut Wealth Management LLC’s portfolio, making the stock its 13th largest position. Connecticut Wealth Management LLC owned about 0.06% of Vanguard Small-Cap ETF worth $31,586,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Strategic Financial Concepts LLC increased its position in Vanguard Small-Cap ETF by 27,056.7% in the 2nd quarter. Strategic Financial Concepts LLC now owns 1,623,701 shares of the company’s stock worth $354,032,000 after purchasing an additional 1,617,722 shares during the last quarter. Signaturefd LLC increased its holdings in Vanguard Small-Cap ETF by 82.4% in the first quarter. Signaturefd LLC now owns 1,429,220 shares of the company’s stock worth $326,705,000 after buying an additional 645,835 shares during the last quarter. Pathstone Holdings LLC bought a new position in Vanguard Small-Cap ETF during the fourth quarter valued at approximately $85,800,000. Wulff Hansen & CO. acquired a new stake in Vanguard Small-Cap ETF in the second quarter valued at approximately $77,968,000. Finally, Cetera Investment Advisers grew its position in Vanguard Small-Cap ETF by 255.6% in the first quarter. Cetera Investment Advisers now owns 482,068 shares of the company’s stock worth $110,196,000 after acquiring an additional 346,493 shares in the last quarter.

Vanguard Small-Cap ETF Stock Down 0.7 %

Shares of VB opened at $236.17 on Friday. The firm has a market cap of $58.49 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17. The company’s fifty day moving average is $227.73 and its 200-day moving average is $222.86. Vanguard Small-Cap ETF has a 12 month low of $174.84 and a 12 month high of $238.30.

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.