Lord & Richards Wealth Management LLC Boosts Stock Holdings in Vanguard Small-Cap ETF $VB

Lord & Richards Wealth Management LLC raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 56.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,535 shares of the company’s stock after purchasing an additional 2,723 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 1.7% of Lord & Richards Wealth Management LLC’s holdings, making the stock its 14th biggest holding. Lord & Richards Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $1,944,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC raised its position in shares of Vanguard Small-Cap ETF by 36.5% in the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock worth $2,878,000 after buying an additional 3,200 shares during the period. Revolve Wealth Partners LLC grew its position in Vanguard Small-Cap ETF by 11.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock valued at $2,148,000 after acquiring an additional 920 shares during the period. Aspire Growth Partners LLC grew its position in Vanguard Small-Cap ETF by 5.0% during the second quarter. Aspire Growth Partners LLC now owns 2,342 shares of the company’s stock valued at $555,000 after acquiring an additional 111 shares during the period. Russell Investments Group Ltd. increased its stake in Vanguard Small-Cap ETF by 8.5% during the second quarter. Russell Investments Group Ltd. now owns 4,983 shares of the company’s stock worth $1,181,000 after acquiring an additional 389 shares during the last quarter. Finally, Mackenzie Financial Corp increased its stake in Vanguard Small-Cap ETF by 14.4% during the second quarter. Mackenzie Financial Corp now owns 23,812 shares of the company’s stock worth $5,643,000 after acquiring an additional 2,994 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Vanguard Small-Cap ETF stock opened at $253.84 on Tuesday. The stock’s 50-day moving average is $270.97 and its 200-day moving average is $262.66. The company has a market cap of $67.94 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a 12 month low of $190.27 and a 12 month high of $281.90.

Vanguard Small-Cap ETF Company 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.