Integrated Wealth Concepts LLC Acquires 125,840 Shares of Vanguard Small-Cap ETF $VB

Integrated Wealth Concepts LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 112.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 237,840 shares of the company’s stock after acquiring an additional 125,840 shares during the period. Integrated Wealth Concepts LLC owned about 0.09% of Vanguard Small-Cap ETF worth $72,094,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Hummer Financial Advisory Services Inc raised its stake in shares of Vanguard Small-Cap ETF by 0.3% in the second quarter. Hummer Financial Advisory Services Inc now owns 11,802 shares of the company’s stock worth $3,577,000 after purchasing an additional 35 shares during the last quarter. Orin Green Financial LLC boosted its position in shares of Vanguard Small-Cap ETF by 0.3% during the first quarter. Orin Green Financial LLC now owns 13,110 shares of the company’s stock valued at $3,434,000 after buying an additional 36 shares during the last quarter. Nilsine Partners LLC grew its holdings in Vanguard Small-Cap ETF by 1.2% during the second quarter. Nilsine Partners LLC now owns 3,054 shares of the company’s stock worth $926,000 after buying an additional 36 shares in the last quarter. IMA Advisory Services Inc. grew its holdings in Vanguard Small-Cap ETF by 3.2% during the first quarter. IMA Advisory Services Inc. now owns 1,185 shares of the company’s stock worth $310,000 after buying an additional 37 shares in the last quarter. Finally, Cornerstone Advisors Asset Management LLC raised its position in Vanguard Small-Cap ETF by 0.4% in the 4th quarter. Cornerstone Advisors Asset Management LLC now owns 9,197 shares of the company’s stock valued at $2,372,000 after buying an additional 37 shares during the last quarter.

Vanguard Small-Cap ETF Trading Down 0.7%

Shares of NYSEARCA:VB opened at $297.76 on Wednesday. The stock’s fifty day simple moving average is $300.36 and its two-hundred day simple moving average is $287.58. Vanguard Small-Cap ETF has a 1-year low of $241.17 and a 1-year high of $309.51. The stock has a market cap of $80.16 billion, a PE ratio of 18.27 and a beta of 1.04.

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.