Wells Financial Advisors INC Has $2.68 Million Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Wells Financial Advisors INC cut its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 11.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,145 shares of the company’s stock after selling 1,391 shares during the quarter. Vanguard Small-Cap ETF comprises 3.6% of Wells Financial Advisors INC’s investment portfolio, making the stock its 11th largest holding. Wells Financial Advisors INC’s holdings in Vanguard Small-Cap ETF were worth $2,678,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Jones Financial Companies Lllp increased its stake in Vanguard Small-Cap ETF by 1.7% during the fourth quarter. Jones Financial Companies Lllp now owns 7,332,914 shares of the company’s stock valued at $1,761,953,000 after acquiring an additional 119,060 shares during the period. LPL Financial LLC increased its position in shares of Vanguard Small-Cap ETF by 4.9% during the fourth quarter. LPL Financial LLC now owns 3,789,323 shares of the company’s stock valued at $910,498,000 after purchasing an additional 176,938 shares during the period. Life Planning Partners Inc increased its position in shares of Vanguard Small-Cap ETF by 23,750.1% during the fourth quarter. Life Planning Partners Inc now owns 2,614,209 shares of the company’s stock valued at $628,142,000 after purchasing an additional 2,603,248 shares during the period. Raymond James Financial Inc. acquired a new position in shares of Vanguard Small-Cap ETF in the fourth quarter valued at $529,562,000. Finally, Captrust Financial Advisors boosted its stake in Vanguard Small-Cap ETF by 3.7% during the third quarter. Captrust Financial Advisors now owns 1,942,941 shares of the company’s stock worth $460,885,000 after buying an additional 69,830 shares in the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of Vanguard Small-Cap ETF stock opened at $230.26 on Wednesday. The firm’s 50-day simple moving average is $239.92 and its 200-day simple moving average is $242.13. The firm has a market cap of $228.41 billion, a P/E ratio of 17.73 and a beta of 1.17. Vanguard Small-Cap ETF has a twelve month low of $209.81 and a twelve month high of $263.35.

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.