Whelan Financial Raises Stock Position in Vanguard Small-Cap ETF $VB

Whelan Financial boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 131,074 shares of the company’s stock after acquiring an additional 303 shares during the quarter. Vanguard Small-Cap ETF makes up approximately 11.2% of Whelan Financial’s portfolio, making the stock its 3rd largest holding. Whelan Financial’s holdings in Vanguard Small-Cap ETF were worth $31,062,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in Vanguard Small-Cap ETF by 6.4% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 56,566 shares of the company’s stock valued at $13,405,000 after purchasing an additional 3,406 shares during the last quarter. Gray Private Wealth LLC grew its holdings in Vanguard Small-Cap ETF by 10.1% during the second quarter. Gray Private Wealth LLC now owns 6,768 shares of the company’s stock valued at $1,604,000 after purchasing an additional 621 shares during the last quarter. Family CFO Inc grew its holdings in Vanguard Small-Cap ETF by 4.0% during the second quarter. Family CFO Inc now owns 3,094 shares of the company’s stock valued at $733,000 after purchasing an additional 120 shares during the last quarter. Warner Financial Inc. grew its holdings in Vanguard Small-Cap ETF by 1.5% during the second quarter. Warner Financial Inc. now owns 16,808 shares of the company’s stock valued at $3,983,000 after purchasing an additional 243 shares during the last quarter. Finally, Compass Planning Associates Inc grew its holdings in Vanguard Small-Cap ETF by 2.6% during the second quarter. Compass Planning Associates Inc now owns 9,055 shares of the company’s stock valued at $2,146,000 after purchasing an additional 227 shares during the last quarter.

Vanguard Small-Cap ETF Stock Up 0.6%

Shares of VB stock opened at $256.52 on Friday. The business’s 50 day moving average is $250.19 and its two-hundred day moving average is $234.79. The company has a market cap of $68.50 billion, a PE ratio of 18.27 and a beta of 1.14. Vanguard Small-Cap ETF has a 12 month low of $190.27 and a 12 month 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.