Elevation Point Wealth Partners LLC Has $5.85 Million Stake in Vanguard Small-Cap ETF $VB

Elevation Point Wealth Partners LLC increased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 21.5% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,300 shares of the company’s stock after acquiring an additional 3,417 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $5,850,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Auto Owners Insurance Co grew its holdings in Vanguard Small-Cap ETF by 29,071.8% in the fourth quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock worth $18,739,021,000 after purchasing an additional 72,396,915 shares during the period. Corient Private Wealth LLC raised its holdings in shares of Vanguard Small-Cap ETF by 2,422.8% during the fourth quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock valued at $2,922,918,000 after purchasing an additional 10,882,179 shares during the period. Align Financial LLC acquired a new position in shares of Vanguard Small-Cap ETF during the fourth quarter valued at about $717,282,000. Valpey Financial Services LLC boosted its position in shares of Vanguard Small-Cap ETF by 26,304.7% during the 4th quarter. Valpey Financial Services LLC now owns 954,531 shares of the company’s stock worth $246,221,000 after purchasing an additional 950,916 shares in the last quarter. Finally, Fifth Third Bancorp boosted its position in shares of Vanguard Small-Cap ETF by 119.4% during the 1st quarter. Fifth Third Bancorp now owns 678,702 shares of the company’s stock worth $177,766,000 after purchasing an additional 369,321 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of VB opened at $304.76 on Friday. The stock has a 50-day moving average of $299.73 and a 200-day moving average of $285.38. The company has a market cap of $82.04 billion, a PE ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a one year low of $241.17 and a one year high of $309.51.

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.