SwitchPoint Financial Planning LLC Takes $1.20 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

SwitchPoint Financial Planning LLC purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,006 shares of the company’s stock, valued at approximately $1,203,000. Vanguard Small-Cap ETF makes up about 1.2% of SwitchPoint Financial Planning LLC’s holdings, making the stock its 21st largest holding.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VB. Jones Financial Companies Lllp raised its stake in shares of Vanguard Small-Cap ETF by 1.7% during the 4th quarter. Jones Financial Companies Lllp now owns 7,332,914 shares of the company’s stock worth $1,761,953,000 after buying an additional 119,060 shares during the period. LPL Financial LLC raised its position in Vanguard Small-Cap ETF by 4.9% during the fourth quarter. LPL Financial LLC now owns 3,789,323 shares of the company’s stock worth $910,498,000 after acquiring an additional 176,938 shares during the period. Life Planning Partners Inc lifted its holdings in Vanguard Small-Cap ETF by 23,750.1% during the fourth quarter. Life Planning Partners Inc now owns 2,614,209 shares of the company’s stock valued at $628,142,000 after purchasing an additional 2,603,248 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in shares of Vanguard Small-Cap ETF in the fourth quarter valued at about $529,562,000. Finally, Captrust Financial Advisors increased its stake in shares of Vanguard Small-Cap ETF by 3.7% during the third quarter. Captrust Financial Advisors now owns 1,942,941 shares of the company’s stock worth $460,885,000 after purchasing an additional 69,830 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 0.3 %

Shares of Vanguard Small-Cap ETF stock opened at $230.26 on Wednesday. Vanguard Small-Cap ETF has a twelve month low of $209.81 and a twelve month high of $263.35. The firm has a market capitalization of $228.41 billion, a PE ratio of 17.73 and a beta of 1.17. The firm’s 50-day moving average price is $239.92 and its 200 day moving average price is $242.13.

Vanguard Small-Cap ETF Company 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.