Luminvest Wealth Management LLC Has $932,000 Holdings in Vanguard Small-Cap ETF $VB

Luminvest Wealth Management LLC grew its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 105.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,667 shares of the company’s stock after purchasing an additional 1,881 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 0.3% of Luminvest Wealth Management LLC’s investment portfolio, making the stock its 22nd largest position. Luminvest Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $932,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of VB. Bank of America Corp DE lifted its holdings in Vanguard Small-Cap ETF by 0.7% in the second quarter. Bank of America Corp DE now owns 24,253,000 shares of the company’s stock valued at $5,747,476,000 after buying an additional 165,916 shares during the period. Envestnet Asset Management Inc. grew its holdings in Vanguard Small-Cap ETF by 4.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,176,056 shares of the company’s stock worth $1,226,580,000 after acquiring an additional 215,390 shares during the period. Northwestern Mutual Wealth Management Co. raised its position in shares of Vanguard Small-Cap ETF by 26.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,551,461 shares of the company’s stock worth $604,645,000 after acquiring an additional 540,546 shares in the last quarter. Captrust Financial Advisors lifted its stake in shares of Vanguard Small-Cap ETF by 5.7% in the 2nd quarter. Captrust Financial Advisors now owns 2,388,456 shares of the company’s stock valued at $566,017,000 after purchasing an additional 129,418 shares during the period. Finally, Ameriprise Financial Inc. boosted its position in shares of Vanguard Small-Cap ETF by 8.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,342,693 shares of the company’s stock valued at $554,795,000 after purchasing an additional 173,325 shares in the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of VB stock opened at $269.89 on Friday. The company has a market cap of $72.24 billion, a P/E ratio of 18.27 and a beta of 1.10. The stock has a 50 day simple moving average of $265.03 and a two-hundred day simple moving average of $255.78. Vanguard Small-Cap ETF has a fifty-two week low of $190.27 and a fifty-two week high of $279.85.

Vanguard Small-Cap ETF 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.