Northeast Investment Management Boosts Stake in Vanguard Small-Cap ETF $VB

Northeast Investment Management increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 3.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 132,988 shares of the company’s stock after purchasing an additional 4,391 shares during the quarter. Vanguard Small-Cap ETF accounts for 1.4% of Northeast Investment Management’s portfolio, making the stock its 22nd biggest holding. Northeast Investment Management’s holdings in Vanguard Small-Cap ETF were worth $34,832,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. JFS Wealth Advisors LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 0.3% during the 4th quarter. JFS Wealth Advisors LLC now owns 10,875 shares of the company’s stock valued at $2,805,000 after acquiring an additional 37 shares during the last quarter. Stonebridge Financial Group LLC raised its holdings in shares of Vanguard Small-Cap ETF by 2.6% during the fourth quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock valued at $371,000 after purchasing an additional 37 shares during the last quarter. Rockwood Wealth Management LLC lifted its position in Vanguard Small-Cap ETF by 0.6% during the fourth quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock valued at $1,504,000 after purchasing an additional 37 shares during the period. Cornerstone Advisors Asset Management LLC lifted its position in Vanguard Small-Cap ETF by 0.4% during the fourth quarter. Cornerstone Advisors Asset Management LLC now owns 9,197 shares of the company’s stock valued at $2,372,000 after purchasing an additional 37 shares during the period. Finally, Covestor Ltd boosted its holdings in Vanguard Small-Cap ETF by 2.4% in the fourth quarter. Covestor Ltd now owns 1,644 shares of the company’s stock worth $424,000 after purchasing an additional 38 shares during the last quarter.

Vanguard Small-Cap ETF Trading Up 0.8%

NYSEARCA:VB opened at $299.61 on Friday. The company has a market cap of $80.97 billion, a PE ratio of 18.27 and a beta of 1.05. The company has a 50 day simple moving average of $289.00 and a two-hundred day simple moving average of $275.86. Vanguard Small-Cap ETF has a 12 month low of $234.49 and a 12 month high of $302.20.

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.