Cassady Schiller Wealth Management LLC Decreases Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Cassady Schiller Wealth Management LLC trimmed its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 7.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,333 shares of the company’s stock after selling 406 shares during the quarter. Cassady Schiller Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $1,138,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in VB. Advisory Alpha LLC raised its holdings in shares of Vanguard Small-Cap ETF by 27.0% during the fourth quarter. Advisory Alpha LLC now owns 3,537 shares of the company’s stock worth $755,000 after purchasing an additional 753 shares during the period. Warwick Investment Management Inc. lifted its position in Vanguard Small-Cap ETF by 2.0% in the 3rd quarter. Warwick Investment Management Inc. now owns 73,743 shares of the company’s stock valued at $13,943,000 after purchasing an additional 1,454 shares during the last quarter. Beacon Bridge Wealth Partners LLC lifted its position in Vanguard Small-Cap ETF by 130.4% in the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 21,569 shares of the company’s stock valued at $4,078,000 after purchasing an additional 12,209 shares during the last quarter. Truist Financial Corp lifted its position in Vanguard Small-Cap ETF by 5.6% in the 4th quarter. Truist Financial Corp now owns 572,854 shares of the company’s stock valued at $122,207,000 after purchasing an additional 30,233 shares during the last quarter. Finally, AMG National Trust Bank lifted its position in Vanguard Small-Cap ETF by 11.6% in the 4th quarter. AMG National Trust Bank now owns 125,726 shares of the company’s stock valued at $26,821,000 after purchasing an additional 13,040 shares during the last quarter.

Vanguard Small-Cap ETF Trading Down 1.7 %

NYSEARCA:VB traded down $3.71 during mid-day trading on Thursday, hitting $220.09. The stock had a trading volume of 260,530 shares, compared to its average volume of 760,907. The stock has a market capitalization of $54.51 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 $220.93 and a 200-day simple moving average of $211.98. Vanguard Small-Cap ETF has a 52 week low of $174.84 and a 52 week high of $229.54.

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.