Vanguard Small-Cap ETF $VB is Elser Financial Planning Inc’s 10th Largest Position

by · The Cerbat Gem

Elser Financial Planning Inc cut its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VBFree Report) by 16.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,202 shares of the company’s stock after selling 1,996 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 3.1% of Elser Financial Planning Inc’s investment portfolio, making the stock its 10th biggest holding. Elser Financial Planning Inc’s holdings in Vanguard Small-Cap ETF were worth $2,617,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Vanguard Small-Cap ETF by 36.5% during the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock worth $2,878,000 after acquiring an additional 3,200 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Vanguard Small-Cap ETF by 11.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock valued at $2,148,000 after purchasing an additional 920 shares in the last quarter. AQR Capital Management LLC raised its holdings in Vanguard Small-Cap ETF by 12.8% in the 1st quarter. AQR Capital Management LLC now owns 24,682 shares of the company’s stock worth $5,473,000 after purchasing an additional 2,805 shares during the period. Jacobi Capital Management LLC boosted its position in Vanguard Small-Cap ETF by 42.2% during the first quarter. Jacobi Capital Management LLC now owns 1,268 shares of the company’s stock worth $281,000 after purchasing an additional 376 shares in the last quarter. Finally, Modern Wealth Management LLC boosted its position in Vanguard Small-Cap ETF by 202.3% during the first quarter. Modern Wealth Management LLC now owns 16,978 shares of the company’s stock worth $3,765,000 after purchasing an additional 11,361 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of VB stock opened at $271.79 on Friday. Vanguard Small-Cap ETF has a 1-year low of $190.27 and a 1-year high of $272.41. The company has a market cap of $72.74 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10. The stock has a 50 day simple moving average of $257.94 and a 200-day simple moving average of $252.39.

About Vanguard Small-Cap ETF

(Free Report)

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.

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