Private Client Services LLC Has $5.56 Million Position in Vanguard Small-Cap ETF $VB

Private Client Services LLC grew its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 18.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,566 shares of the company’s stock after acquiring an additional 3,323 shares during the quarter. Vanguard Small-Cap ETF accounts for 1.7% of Private Client Services LLC’s holdings, making the stock its 13th biggest position. Private Client Services LLC’s holdings in Vanguard Small-Cap ETF were worth $5,563,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Capital Advantage Inc. lifted its stake in Vanguard Small-Cap ETF by 36.9% in the 4th quarter. Capital Advantage Inc. now owns 31,972 shares of the company’s stock valued at $8,247,000 after purchasing an additional 8,620 shares during the last quarter. Everhart Financial Group Inc. increased its holdings in shares of Vanguard Small-Cap ETF by 11.0% during the fourth quarter. Everhart Financial Group Inc. now owns 6,018 shares of the company’s stock worth $1,552,000 after buying an additional 595 shares in the last quarter. GoalFusion Wealth Management LLC grew its holdings in shares of Vanguard Small-Cap ETF by 1.4% during the fourth quarter. GoalFusion Wealth Management LLC now owns 55,882 shares of the company’s stock worth $14,415,000 after purchasing an additional 770 shares during the last quarter. Lpwm LLC boosted its position in Vanguard Small-Cap ETF by 13.7% during the 4th quarter. Lpwm LLC now owns 2,354 shares of the company’s stock worth $607,000 after buying an additional 284 shares during the period. Finally, Avior Wealth Management LLC grew its holdings in Vanguard Small-Cap ETF by 4.1% during the 4th quarter. Avior Wealth Management LLC now owns 153,865 shares of the company’s stock worth $39,664,000 after acquiring an additional 6,019 shares during the last quarter.

Vanguard Small-Cap ETF Trading Down 2.3%

Shares of VB opened at $257.24 on Friday. The stock’s 50-day moving average price is $272.59 and its two-hundred day moving average price is $262.27. Vanguard Small-Cap ETF has a 12 month low of $190.27 and a 12 month high of $281.90. The company has a market capitalization of $68.85 billion, a PE ratio of 18.27 and a beta of 1.10.

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.