Liberty Square Wealth Partners LLC Reduces Stake in Vanguard Small-Cap ETF $VB

Liberty Square Wealth Partners LLC trimmed its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 22.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 19,602 shares of the company’s stock after selling 5,563 shares during the quarter. Vanguard Small-Cap ETF makes up 1.5% of Liberty Square Wealth Partners LLC’s portfolio, making the stock its 13th biggest holding. Liberty Square Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $4,984,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Corient Private Wealth LLC grew its stake in Vanguard Small-Cap ETF by 120.8% in the 2nd quarter. Corient Private Wealth LLC now owns 1,016,812 shares of the company’s stock valued at $241,687,000 after acquiring an additional 556,203 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Vanguard Small-Cap ETF by 26.9% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 2,551,461 shares of the company’s stock valued at $604,645,000 after purchasing an additional 540,546 shares during the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC increased its stake in shares of Vanguard Small-Cap ETF by 84.8% during the 3rd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 1,078,309 shares of the company’s stock worth $274,193,000 after purchasing an additional 494,886 shares in the last quarter. Vantagepoint Investment Advisers LLC purchased a new position in shares of Vanguard Small-Cap ETF during the 3rd quarter worth approximately $57,363,000. Finally, Envestnet Asset Management Inc. raised its position in shares of 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 purchasing an additional 215,390 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA:VB opened at $276.30 on Friday. The business’s fifty day moving average price is $268.55 and its two-hundred day moving average price is $257.93. The stock has a market cap of $73.95 billion, a PE ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a one year low of $190.27 and a one year high of $281.47.

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.