waypoint wealth counsel Decreases Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

waypoint wealth counsel lowered its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.7% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 13,964 shares of the company’s stock after selling 239 shares during the quarter. Vanguard Small-Cap ETF comprises 2.2% of waypoint wealth counsel’s investment portfolio, making the stock its 11th biggest holding. waypoint wealth counsel’s holdings in Vanguard Small-Cap ETF were worth $3,312,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. J. W. Coons Advisors LLC increased its holdings in shares of Vanguard Small-Cap ETF by 16.1% in the 4th quarter. J. W. Coons Advisors LLC now owns 1,800 shares of the company’s stock valued at $384,000 after acquiring an additional 250 shares during the period. Waterloo Capital L.P. lifted its stake in shares of Vanguard Small-Cap ETF by 9.7% in the fourth quarter. Waterloo Capital L.P. now owns 4,285 shares of the company’s stock valued at $914,000 after purchasing an additional 380 shares during the period. Traction Financial Partners LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter worth approximately $271,000. Connectus Wealth LLC grew its holdings in Vanguard Small-Cap ETF by 16.1% in the fourth quarter. Connectus Wealth LLC now owns 21,922 shares of the company’s stock valued at $4,677,000 after purchasing an additional 3,032 shares during the last quarter. Finally, Evercore Wealth Management LLC grew its stake in Vanguard Small-Cap ETF by 1.5% in the 4th quarter. Evercore Wealth Management LLC now owns 28,731 shares of the company’s stock valued at $6,129,000 after acquiring an additional 411 shares during the last quarter.

Vanguard Small-Cap ETF Stock Up 1.2 %

Shares of VB traded up $2.87 during mid-day trading on Friday, reaching $236.63. 408,138 shares of the company’s stock were exchanged, compared to its average volume of 688,675. Vanguard Small-Cap ETF has a 52-week low of $174.84 and a 52-week high of $238.96. The company has a market cap of $58.61 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17. The company has a 50-day simple moving average of $229.01 and a two-hundred day simple moving average of $223.89.

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.