Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Sold by Balanced Wealth Group LLC

Balanced Wealth Group LLC trimmed its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 20,408 shares of the company’s stock after selling 383 shares during the period. Vanguard Small-Cap ETF makes up about 1.1% of Balanced Wealth Group LLC’s holdings, making the stock its 14th largest holding. Balanced Wealth Group LLC’s holdings in Vanguard Small-Cap ETF were worth $4,415,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Jones Financial Companies Lllp lifted its holdings in shares of Vanguard Small-Cap ETF by 1.5% in the 4th quarter. Jones Financial Companies Lllp now owns 6,607,375 shares of the company’s stock worth $1,409,551,000 after acquiring an additional 95,988 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in Vanguard Small-Cap ETF by 6.7% during the second quarter. Envestnet Asset Management Inc. now owns 4,998,082 shares of the company’s stock worth $1,089,782,000 after purchasing an additional 313,316 shares in the last quarter. LPL Financial LLC lifted its stake in Vanguard Small-Cap ETF by 3.9% during the second quarter. LPL Financial LLC now owns 3,525,074 shares of the company’s stock worth $768,607,000 after purchasing an additional 131,521 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its stake in shares of Vanguard Small-Cap ETF by 8.8% in the second quarter. Mercer Global Advisors Inc. ADV now owns 2,186,540 shares of the company’s stock valued at $473,335,000 after buying an additional 176,660 shares in the last quarter. Finally, Captrust Financial Advisors grew its stake in shares of Vanguard Small-Cap ETF by 24.7% in the first quarter. Captrust Financial Advisors now owns 1,627,553 shares of the company’s stock valued at $372,042,000 after buying an additional 322,291 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 0.7 %

VB opened at $236.17 on Friday. The stock’s 50-day moving average price is $227.73 and its 200 day moving average price is $222.86. Vanguard Small-Cap ETF has a 12-month low of $174.84 and a 12-month high of $238.30. The firm has a market cap of $58.49 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

Vanguard Small-Cap ETF 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.