CreativeOne Wealth LLC Has $18.98 Million Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

CreativeOne Wealth LLC trimmed its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 12.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 87,037 shares of the company’s stock after selling 12,052 shares during the period. Vanguard Small-Cap ETF accounts for approximately 1.0% of CreativeOne Wealth LLC’s investment portfolio, making the stock its 20th biggest position. CreativeOne Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $18,977,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in VB. Strategic Financial Concepts LLC lifted its position in shares of Vanguard Small-Cap ETF by 27,056.7% in the second quarter. Strategic Financial Concepts LLC now owns 1,623,701 shares of the company’s stock valued at $354,032,000 after buying an additional 1,617,722 shares during the last quarter. Signaturefd LLC raised its stake in Vanguard Small-Cap ETF by 82.4% in the 1st quarter. Signaturefd LLC now owns 1,429,220 shares of the company’s stock valued at $326,705,000 after acquiring an additional 645,835 shares during the period. Pathstone Holdings LLC acquired a new stake in Vanguard Small-Cap ETF during the 4th quarter valued at $85,800,000. Wulff Hansen & CO. bought a new position in Vanguard Small-Cap ETF during the second quarter worth $77,968,000. Finally, Cetera Investment Advisers increased its holdings in shares of Vanguard Small-Cap ETF by 255.6% in the first quarter. Cetera Investment Advisers now owns 482,068 shares of the company’s stock valued at $110,196,000 after purchasing an additional 346,493 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of VB opened at $236.81 on Tuesday. The company’s 50-day moving average is $227.90 and its 200-day moving average is $222.98. The firm has a market capitalization of $58.65 billion, a PE ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a fifty-two week low of $174.84 and a fifty-two week high of $238.30.

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.