Keyvantage Wealth LLC Has $5.09 Million Position in Vanguard Small-Cap ETF $VB

Keyvantage Wealth LLC reduced its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 19,729 shares of the company’s stock after selling 2,031 shares during the quarter. Vanguard Small-Cap ETF comprises about 2.2% of Keyvantage Wealth LLC’s investment portfolio, making the stock its 13th largest position. Keyvantage Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $5,089,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of VB. Field & Main Bank grew its position in shares of Vanguard Small-Cap ETF by 6.9% in the 4th quarter. Field & Main Bank now owns 36,334 shares of the company’s stock valued at $9,372,000 after purchasing an additional 2,333 shares during the period. BIP Wealth LLC grew its position in shares of Vanguard Small-Cap ETF by 7.4% in the 4th quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock valued at $7,669,000 after purchasing an additional 2,051 shares during the period. Dunhill Financial LLC grew its position in shares of Vanguard Small-Cap ETF by 12.9% in the 4th quarter. Dunhill Financial LLC now owns 57,382 shares of the company’s stock valued at $14,661,000 after purchasing an additional 6,569 shares during the period. Envestnet Portfolio Solutions Inc. grew its position in shares of Vanguard Small-Cap ETF by 6.7% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock valued at $20,555,000 after purchasing an additional 4,995 shares during the period. Finally, Compound Planning Inc. grew its position in shares of Vanguard Small-Cap ETF by 10.0% in the 3rd quarter. Compound Planning Inc. now owns 151,295 shares of the company’s stock valued at $38,471,000 after purchasing an additional 13,703 shares during the period.

Vanguard Small-Cap ETF Stock Performance

Shares of VB opened at $293.51 on Friday. The stock has a 50 day simple moving average of $277.97 and a 200 day simple moving average of $270.22. Vanguard Small-Cap ETF has a 52-week low of $224.66 and a 52-week high of $294.75. The firm has a market capitalization of $79.32 billion, a PE ratio of 18.27 and a beta of 1.05.

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.