Holos Integrated Wealth LLC Acquires Shares of 9,044 Vanguard Small-Cap ETF $VB
by Renee Jackson · The Cerbat GemHolos Integrated Wealth LLC bought a new position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm bought 9,044 shares of the company’s stock, valued at approximately $2,365,000. Vanguard Small-Cap ETF makes up approximately 1.3% of Holos Integrated Wealth LLC’s investment portfolio, making the stock its 21st biggest position.
Other institutional investors and hedge funds have also made changes to their positions in the company. Promus Capital LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the second quarter valued at approximately $28,000. Your Advocates Ltd. LLP boosted its stake in Vanguard Small-Cap ETF by 2,080.0% during the third quarter. Your Advocates Ltd. LLP now owns 109 shares of the company’s stock worth $28,000 after buying an additional 104 shares during the last quarter. GGM Financials LLC acquired a new position in Vanguard Small-Cap ETF during the third quarter worth $29,000. Clarity Asset Management Inc. purchased a new stake in Vanguard Small-Cap ETF in the 2nd quarter valued at $30,000. Finally, Chesapeake Asset Management LLC grew its holdings in Vanguard Small-Cap ETF by 116.4% in the 3rd quarter. Chesapeake Asset Management LLC now owns 132 shares of the company’s stock valued at $34,000 after buying an additional 71 shares in the last quarter.
Vanguard Small-Cap ETF Stock Up 0.3%
Shares of VB opened at $263.35 on Friday. Vanguard Small-Cap ETF has a 52-week low of $190.27 and a 52-week high of $281.90. The company has a market capitalization of $70.49 billion, a PE ratio of 18.27 and a beta of 1.10. The stock has a fifty day simple moving average of $272.88 and a two-hundred day simple moving average of $262.23.
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.