Ballentine Partners LLC Sells 109 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Ballentine Partners LLC trimmed its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,010 shares of the company’s stock after selling 109 shares during the period. Ballentine Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $8,893,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of VB. Atwood & Palmer Inc. purchased a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter valued at approximately $32,000. Pure Financial Advisors LLC increased its stake in shares of Vanguard Small-Cap ETF by 5.9% in the fourth quarter. Pure Financial Advisors LLC now owns 95,228 shares of the company’s stock worth $22,881,000 after buying an additional 5,286 shares during the period. Koshinski Asset Management Inc. raised its holdings in Vanguard Small-Cap ETF by 5.0% during the 4th quarter. Koshinski Asset Management Inc. now owns 72,841 shares of the company’s stock valued at $17,502,000 after buying an additional 3,489 shares during the last quarter. Wealthquest Corp boosted its position in Vanguard Small-Cap ETF by 1.0% during the 4th quarter. Wealthquest Corp now owns 144,309 shares of the company’s stock valued at $34,675,000 after buying an additional 1,439 shares during the period. Finally, Amplius Wealth Advisors LLC grew its holdings in Vanguard Small-Cap ETF by 37.2% in the 4th quarter. Amplius Wealth Advisors LLC now owns 1,342 shares of the company’s stock worth $322,000 after acquiring an additional 364 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA:VB opened at $248.52 on Tuesday. The stock’s 50-day moving average is $249.39 and its 200 day moving average is $237.67. The company has a market cap of $61.55 billion, a PE ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a 1 year low of $203.33 and a 1 year high of $263.35.

About Vanguard Small-Cap ETF

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.