Liberty Square Wealth Partners LLC Has $5.96 Million Position in Vanguard Small-Cap ETF $VB

Liberty Square Wealth Partners LLC lowered its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,165 shares of the company’s stock after selling 1,078 shares during the period. Vanguard Small-Cap ETF makes up approximately 2.1% of Liberty Square Wealth Partners LLC’s portfolio, making the stock its 9th largest position. Liberty Square Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $5,964,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Inlight Wealth Management LLC purchased a new position in shares of Vanguard Small-Cap ETF during the 1st quarter valued at $25,000. Arjuna Capital bought a new position in Vanguard Small-Cap ETF during the 1st quarter valued at about $26,000. Financial Gravity Asset Management Inc. bought a new position in Vanguard Small-Cap ETF in the 1st quarter worth about $30,000. Evergreen Private Wealth LLC bought a new position in shares of Vanguard Small-Cap ETF during the first quarter valued at approximately $31,000. Finally, Financial Network Wealth Advisors LLC purchased a new stake in Vanguard Small-Cap ETF during the first quarter valued at approximately $31,000.

Vanguard Small-Cap ETF Stock Down 0.0%

NYSEARCA:VB opened at $253.20 on Monday. The firm has a 50 day moving average of $253.01 and a 200 day moving average of $237.25. Vanguard Small-Cap ETF has a 52 week low of $190.27 and a 52 week high of $263.35. The stock has a market capitalization of $67.99 billion, a price-to-earnings ratio of 18.27 and a beta of 1.14.

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.