BXM Wealth LLC Invests $1.65 Million in Vanguard Small-Cap ETF (NYSEARCA:VB)

BXM Wealth LLC purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 6,869 shares of the company’s stock, valued at approximately $1,650,000. Vanguard Small-Cap ETF comprises 2.3% of BXM Wealth LLC’s investment portfolio, making the stock its 10th largest holding.

Several other large investors also recently modified their holdings of the stock. Astoria Portfolio Advisors LLC. bought a new position in Vanguard Small-Cap ETF in the 4th quarter worth approximately $496,000. Baron Financial Group LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 7.3% during the 4th quarter. Baron Financial Group LLC now owns 6,506 shares of the company’s stock worth $1,563,000 after acquiring an additional 440 shares during the last quarter. Serenus Wealth Advisors LLC bought a new stake in shares of Vanguard Small-Cap ETF during the 4th quarter worth $264,000. Waller Financial Planning Group Inc. lifted its holdings in shares of Vanguard Small-Cap ETF by 5.9% during the 4th quarter. Waller Financial Planning Group Inc. now owns 36,463 shares of the company’s stock worth $8,761,000 after acquiring an additional 2,022 shares during the last quarter. Finally, Courier Capital LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 0.8% during the 3rd quarter. Courier Capital LLC now owns 15,068 shares of the company’s stock worth $3,574,000 after acquiring an additional 118 shares during the last quarter.

Vanguard Small-Cap ETF Stock Down 0.1 %

Shares of NYSEARCA:VB opened at $247.95 on Friday. The stock has a market cap of $61.41 billion, a PE ratio of 14.11 and a beta of 1.17. The company’s fifty day moving average is $247.09 and its 200 day moving average is $240.67. Vanguard Small-Cap ETF has a 52 week low of $209.81 and a 52 week high of $263.35.

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.