Sovereign Financial Group Inc. Acquires 452 Shares of Vanguard Small-Cap ETF $VB

Sovereign Financial Group Inc. raised its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 28,518 shares of the company’s stock after purchasing an additional 452 shares during the quarter. Vanguard Small-Cap ETF makes up about 1.4% of Sovereign Financial Group Inc.’s investment portfolio, making the stock its 15th largest position. Sovereign Financial Group Inc.’s holdings in Vanguard Small-Cap ETF were worth $6,758,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Inlight Wealth Management LLC bought a new position in Vanguard Small-Cap ETF in the 1st quarter valued at $25,000. Arjuna Capital bought a new position in Vanguard Small-Cap ETF in the 1st quarter valued at $26,000. West Branch Capital LLC raised its position in Vanguard Small-Cap ETF by 384.6% in the 1st quarter. West Branch Capital LLC now owns 126 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the last quarter. Financial Gravity Asset Management Inc. bought a new position in Vanguard Small-Cap ETF in the 1st quarter valued at $30,000. Finally, Evergreen Private Wealth LLC bought a new position in Vanguard Small-Cap ETF in the 1st quarter valued at $31,000.

Vanguard Small-Cap ETF Stock Performance

Shares of VB opened at $248.10 on Friday. The stock has a fifty day moving average price of $251.65 and a two-hundred day moving average price of $236.00. Vanguard Small-Cap ETF has a 52-week low of $190.27 and a 52-week high of $263.35. The company has a market cap of $66.62 billion, a price-to-earnings ratio of 18.27 and a beta of 1.14.

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.