Strategies Wealth Advisors LLC Increases Stock Holdings in Vanguard Small-Cap Growth ETF $VBK

Strategies Wealth Advisors LLC grew its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 1.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 141,296 shares of the company’s stock after purchasing an additional 1,950 shares during the period. Vanguard Small-Cap Growth ETF comprises approximately 4.4% of Strategies Wealth Advisors LLC’s holdings, making the stock its 6th largest holding. Strategies Wealth Advisors LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $42,052,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Sound Income Strategies LLC grew its holdings in shares of Vanguard Small-Cap Growth ETF by 57.6% in the third quarter. Sound Income Strategies LLC now owns 93 shares of the company’s stock worth $28,000 after purchasing an additional 34 shares during the last quarter. Davis Capital Management bought a new stake in Vanguard Small-Cap Growth ETF during the 3rd quarter valued at about $29,000. Balentine LLC purchased a new stake in Vanguard Small-Cap Growth ETF in the 3rd quarter valued at about $30,000. Financial Gravity Companies Inc. bought a new position in Vanguard Small-Cap Growth ETF in the 2nd quarter worth about $29,000. Finally, TruNorth Capital Management LLC grew its stake in Vanguard Small-Cap Growth ETF by 600.0% in the 3rd quarter. TruNorth Capital Management LLC now owns 112 shares of the company’s stock worth $33,000 after acquiring an additional 96 shares in the last quarter.

Vanguard Small-Cap Growth ETF Stock Performance

Shares of NYSEARCA:VBK opened at $320.29 on Friday. The firm’s 50 day simple moving average is $316.48 and its 200-day simple moving average is $304.87. Vanguard Small-Cap Growth ETF has a one year low of $214.77 and a one year high of $329.04. The firm has a market cap of $21.90 billion, a PE ratio of 27.57 and a beta of 1.17.

Vanguard Small-Cap Growth ETF Profile

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.