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

Balanced Wealth Group LLC raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,376 shares of the company’s stock after purchasing an additional 50 shares during the period. Vanguard Small-Cap ETF accounts for approximately 2.3% of Balanced Wealth Group LLC’s investment portfolio, making the stock its 13th biggest holding. Balanced Wealth Group LLC’s holdings in Vanguard Small-Cap ETF were worth $5,087,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in VB. Tanglewood Legacy Advisors LLC acquired a new position in shares of Vanguard Small-Cap ETF in the 4th quarter valued at $25,000. Tradewinds Capital Management LLC increased its position in shares of Vanguard Small-Cap ETF by 70.8% in the 4th quarter. Tradewinds Capital Management LLC now owns 111 shares of the company’s stock valued at $27,000 after acquiring an additional 46 shares during the period. Atwood & Palmer Inc. acquired a new position in shares of Vanguard Small-Cap ETF in the 4th quarter valued at $32,000. Roxbury Financial LLC acquired a new position in shares of Vanguard Small-Cap ETF in the 4th quarter valued at $32,000. Finally, Hopwood Financial Services Inc. acquired a new position in shares of Vanguard Small-Cap ETF in the 4th quarter valued at $32,000.

Vanguard Small-Cap ETF Price Performance

NYSEARCA VB opened at $221.94 on Thursday. The stock’s fifty day moving average price is $242.71 and its 200 day moving average price is $242.28. Vanguard Small-Cap ETF has a 1 year low of $209.81 and a 1 year high of $263.35. The company has a market cap of $219.53 billion, a price-to-earnings ratio of 18.88 and a beta of 1.16.

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.