Sowell Financial Services LLC Has $1.82 Million Stock Holdings in Vanguard Small-Cap ETF $VB

Sowell Financial Services LLC lessened its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 77.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,053 shares of the company’s stock after selling 24,495 shares during the period. Sowell Financial Services LLC’s holdings in Vanguard Small-Cap ETF were worth $1,819,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Simon Quick Advisors LLC lifted its position in Vanguard Small-Cap ETF by 4.4% during the 3rd quarter. Simon Quick Advisors LLC now owns 75,474 shares of the company’s stock worth $19,191,000 after buying an additional 3,199 shares in the last quarter. Compass Wealth Management LLC acquired a new position in Vanguard Small-Cap ETF during the 3rd quarter worth about $11,564,000. Compound Planning Inc. lifted its position in Vanguard Small-Cap ETF by 10.0% during the 3rd quarter. Compound Planning Inc. now owns 151,295 shares of the company’s stock worth $38,471,000 after buying an additional 13,703 shares in the last quarter. Cullen Frost Bankers Inc. lifted its position in Vanguard Small-Cap ETF by 2.0% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 556,931 shares of the company’s stock worth $141,616,000 after buying an additional 10,827 shares in the last quarter. Finally, Benjamin Edwards Inc. lifted its position in Vanguard Small-Cap ETF by 122.6% during the 3rd quarter. Benjamin Edwards Inc. now owns 50,502 shares of the company’s stock worth $12,846,000 after buying an additional 27,812 shares in the last quarter.

Vanguard Small-Cap ETF Stock Up 0.0%

Shares of NYSEARCA VB opened at $265.55 on Wednesday. The firm’s 50-day simple moving average is $269.71 and its 200 day simple moving average is $262.99. The company has a market cap of $71.25 billion, a price-to-earnings ratio of 18.27 and a beta of 1.08. Vanguard Small-Cap ETF has a 12-month low of $190.90 and a 12-month high of $281.90.

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.