Summit Wealth Partners LLC Has $4.10 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Summit Wealth Partners LLC lowered its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,063 shares of the company’s stock after selling 954 shares during the period. Summit Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $4,100,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. LPL Financial LLC boosted its stake in Vanguard Small-Cap ETF by 2.5% in the third quarter. LPL Financial LLC now owns 3,612,385 shares of the company’s stock valued at $856,894,000 after acquiring an additional 87,311 shares during the last quarter. Captrust Financial Advisors boosted its stake in Vanguard Small-Cap ETF by 3.7% in the third quarter. Captrust Financial Advisors now owns 1,942,941 shares of the company’s stock valued at $460,885,000 after acquiring an additional 69,830 shares during the last quarter. Creative Planning boosted its stake in Vanguard Small-Cap ETF by 0.6% in the third quarter. Creative Planning now owns 1,880,342 shares of the company’s stock valued at $446,036,000 after acquiring an additional 10,410 shares during the last quarter. PNC Financial Services Group Inc. boosted its stake in Vanguard Small-Cap ETF by 1.1% in the third quarter. PNC Financial Services Group Inc. now owns 1,872,168 shares of the company’s stock valued at $444,097,000 after acquiring an additional 20,175 shares during the last quarter. Finally, Commonwealth Equity Services LLC boosted its stake in Vanguard Small-Cap ETF by 2.5% in the third quarter. Commonwealth Equity Services LLC now owns 1,063,389 shares of the company’s stock valued at $252,246,000 after acquiring an additional 25,886 shares during the last quarter.

Vanguard Small-Cap ETF Stock Up 0.8 %

Shares of NYSEARCA VB opened at $250.64 on Thursday. The company’s fifty day moving average is $248.70 and its 200-day moving average is $239.90. The stock has a market cap of $62.08 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a twelve month low of $207.15 and a twelve month high of $263.35.

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.