Summa Corp. Takes $1.20 Million Position in Vanguard Small-Cap ETF $VB

Summa Corp. bought a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the first quarter, according to the company in its most recent filing with the SEC. The firm bought 4,577 shares of the company’s stock, valued at approximately $1,199,000. Vanguard Small-Cap ETF makes up approximately 0.5% of Summa Corp.’s investment portfolio, making the stock its 26th biggest position.

Several other institutional investors have also recently added to or reduced their stakes in the company. Field & Main Bank increased its holdings in Vanguard Small-Cap ETF by 6.9% during 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 in the last quarter. BIP Wealth LLC boosted its stake in Vanguard Small-Cap ETF by 7.4% in the fourth quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock worth $7,669,000 after purchasing an additional 2,051 shares in the last quarter. Dunhill Financial LLC grew its holdings in shares of Vanguard Small-Cap ETF by 12.9% during the fourth quarter. Dunhill Financial LLC now owns 57,382 shares of the company’s stock worth $14,661,000 after purchasing an additional 6,569 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its holdings in shares of Vanguard Small-Cap ETF by 6.7% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock worth $20,555,000 after purchasing an additional 4,995 shares during the last quarter. Finally, Captrust Financial Advisors increased its stake in shares of Vanguard Small-Cap ETF by 5.2% in the third quarter. Captrust Financial Advisors now owns 2,513,129 shares of the company’s stock valued at $639,038,000 after buying an additional 124,673 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 0.2%

Shares of Vanguard Small-Cap ETF stock traded down $0.53 during trading on Friday, reaching $298.15. The company’s stock had a trading volume of 323,861 shares, compared to its average volume of 717,027. The stock has a 50-day moving average price of $292.82 and a two-hundred day moving average price of $278.73. Vanguard Small-Cap ETF has a one year low of $234.49 and a one year high of $304.70. The stock has a market capitalization of $80.26 billion, a P/E ratio of 18.27 and a beta of 1.04.

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.