Orgel Wealth Management LLC Decreases Stock Position in Vanguard Small-Cap ETF $VB

Orgel Wealth Management LLC cut its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 7.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,183 shares of the company’s stock after selling 2,566 shares during the period. Vanguard Small-Cap ETF accounts for 0.2% of Orgel Wealth Management LLC’s holdings, making the stock its 29th largest position. Orgel Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $8,818,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. Promus Capital LLC purchased a new position in Vanguard Small-Cap ETF in the 2nd quarter valued at $28,000. Your Advocates Ltd. LLP grew its holdings in shares of Vanguard Small-Cap ETF by 2,080.0% during the third quarter. Your Advocates Ltd. LLP now owns 109 shares of the company’s stock worth $28,000 after buying an additional 104 shares in the last quarter. Aventura Private Wealth LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter worth $28,000. GGM Financials LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the third quarter valued at about $29,000. Finally, Clarity Asset Management Inc. acquired a new stake in shares of Vanguard Small-Cap ETF in the second quarter valued at about $30,000.

Vanguard Small-Cap ETF Trading Down 2.3%

NYSEARCA:VB opened at $257.24 on Friday. The company has a market cap of $68.85 billion, a P/E ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a twelve month low of $190.27 and a twelve month high of $281.90. The company’s 50-day moving average price is $272.59 and its 200-day moving average price is $262.27.

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.