Compound Planning Inc. Has $35.92 Million Stake in Vanguard Small-Cap ETF $VB

Compound Planning Inc. trimmed its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 11.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 137,137 shares of the company’s stock after selling 17,709 shares during the period. Vanguard Small-Cap ETF makes up about 1.1% of Compound Planning Inc.’s holdings, making the stock its 19th largest holding. Compound Planning Inc.’s holdings in Vanguard Small-Cap ETF were worth $35,919,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Field & Main Bank raised its position in shares of Vanguard Small-Cap ETF by 6.9% during the 4th quarter. Field & Main Bank now owns 36,334 shares of the company’s stock worth $9,372,000 after purchasing an additional 2,333 shares during the last quarter. BIP Wealth LLC grew its holdings in Vanguard Small-Cap ETF by 7.4% during the 4th quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock valued at $7,669,000 after buying an additional 2,051 shares during the last quarter. Dunhill Financial LLC increased its position in 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 buying an additional 6,569 shares in the last quarter. Envestnet Portfolio Solutions Inc. increased its position in 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 buying an additional 4,995 shares in the last quarter. Finally, DeDora Capital Inc. raised its holdings in shares of Vanguard Small-Cap ETF by 3.1% in the fourth quarter. DeDora Capital Inc. now owns 78,867 shares of the company’s stock worth $20,344,000 after acquiring an additional 2,350 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA:VB opened at $294.75 on Friday. The business’s 50-day simple moving average is $294.47 and its 200 day simple moving average is $281.05. The company has a market cap of $79.35 billion, a P/E ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a one year low of $234.49 and a one year high of $304.70.

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.