Vanguard Small-Cap ETF $VB Stock Sold by Kelleher Financial Advisors

Kelleher Financial Advisors reduced its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 50.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,029 shares of the company’s stock after selling 10,320 shares during the period. Vanguard Small-Cap ETF comprises approximately 0.8% of Kelleher Financial Advisors’ portfolio, making the stock its 24th biggest holding. Kelleher Financial Advisors’ holdings in Vanguard Small-Cap ETF were worth $2,853,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in VB. 3Chopt Investment Partners LLC increased its stake in Vanguard Small-Cap ETF by 3.2% in the 3rd quarter. 3Chopt Investment Partners LLC now owns 114,466 shares of the company’s stock worth $32,564,000 after purchasing an additional 3,581 shares during the period. Focused Wealth Management Inc boosted its stake in shares of Vanguard Small-Cap ETF by 3.6% during the third quarter. Focused Wealth Management Inc now owns 62,037 shares of the company’s stock valued at $17,649,000 after purchasing an additional 2,169 shares during the period. Provenance Wealth Advisors LLC boosted its stake in shares of Vanguard Small-Cap ETF by 1,157.9% during the third quarter. Provenance Wealth Advisors LLC now owns 478 shares of the company’s stock valued at $136,000 after purchasing an additional 440 shares during the period. One Day In July LLC boosted its stake in shares of Vanguard Small-Cap ETF by 1.6% during the third quarter. One Day In July LLC now owns 18,157 shares of the company’s stock valued at $5,165,000 after purchasing an additional 282 shares during the period. Finally, RFG Holdings Inc. boosted its stake in shares of Vanguard Small-Cap ETF by 26.5% during the third quarter. RFG Holdings Inc. now owns 78,187 shares of the company’s stock valued at $22,243,000 after purchasing an additional 16,375 shares during the period.

Vanguard Small-Cap ETF Stock Up 1.2%

NYSEARCA:VB opened at $295.90 on Thursday. The company has a fifty day moving average of $291.32 and a 200 day moving average of $286.47. Vanguard Small-Cap ETF has a 52 week low of $241.17 and a 52 week high of $309.51. The firm has a market capitalization of $80.04 billion, a P/E ratio of 18.27 and a beta of 1.06.

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.