Capital Advisors Wealth Management LLC Raises Holdings in Vanguard Small-Cap ETF $VB

Capital Advisors Wealth Management LLC boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 41.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 26,076 shares of the company’s stock after purchasing an additional 7,621 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 0.9% of Capital Advisors Wealth Management LLC’s investment portfolio, making the stock its 25th largest position. Capital Advisors Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $6,631,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VB. Bank of America Corp DE raised its position in shares of Vanguard Small-Cap ETF by 0.7% in the second quarter. Bank of America Corp DE now owns 24,253,000 shares of the company’s stock valued at $5,747,476,000 after buying an additional 165,916 shares during the last quarter. Envestnet Asset Management Inc. grew its stake in Vanguard Small-Cap ETF by 4.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,176,056 shares of the company’s stock valued at $1,226,580,000 after acquiring an additional 215,390 shares in the last quarter. Royal Bank of Canada raised its holdings in Vanguard Small-Cap ETF by 68.3% in the 1st quarter. Royal Bank of Canada now owns 4,972,523 shares of the company’s stock valued at $1,102,656,000 after acquiring an additional 2,018,325 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in Vanguard Small-Cap ETF by 26.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,551,461 shares of the company’s stock worth $604,645,000 after purchasing an additional 540,546 shares in the last quarter. Finally, Captrust Financial Advisors boosted its holdings in shares of Vanguard Small-Cap ETF by 5.7% during the 2nd quarter. Captrust Financial Advisors now owns 2,388,456 shares of the company’s stock worth $566,017,000 after purchasing an additional 129,418 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

VB stock opened at $263.28 on Friday. Vanguard Small-Cap ETF has a 1 year low of $190.27 and a 1 year high of $266.92. The firm has a market capitalization of $70.70 billion, a PE ratio of 18.27 and a beta of 1.10. The business has a 50 day simple moving average of $256.21 and a 200-day simple moving average of $249.85.

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.