Evermay Wealth Management LLC Has $3.07 Million Stock Position in Vanguard Small-Cap ETF $VB

Evermay Wealth Management LLC boosted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 21.5% during the 2nd quarter, HoldingsChannel reports. The fund owned 12,945 shares of the company’s stock after acquiring an additional 2,293 shares during the quarter. Evermay Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $3,073,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. WBH Advisory Inc. lifted its position in Vanguard Small-Cap ETF by 3.2% during the 2nd quarter. WBH Advisory Inc. now owns 94,705 shares of the company’s stock worth $22,443,000 after buying an additional 2,961 shares in the last quarter. Stephens Inc. AR grew its stake in Vanguard Small-Cap ETF by 3.5% in the 2nd quarter. Stephens Inc. AR now owns 104,761 shares of the company’s stock valued at $24,826,000 after buying an additional 3,574 shares during the last quarter. LMG Wealth Partners LLC acquired a new position in Vanguard Small-Cap ETF in the 2nd quarter valued at about $312,000. Balboa Wealth Partners grew its position in shares of Vanguard Small-Cap ETF by 153.1% during the 2nd quarter. Balboa Wealth Partners now owns 2,506 shares of the company’s stock worth $594,000 after purchasing an additional 1,516 shares in the last quarter. Finally, Northeast Investment Management lifted its holdings in shares of Vanguard Small-Cap ETF by 9.6% during the 2nd quarter. Northeast Investment Management now owns 121,336 shares of the company’s stock worth $28,754,000 after acquiring an additional 10,607 shares during the period.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA:VB opened at $253.20 on Monday. The company has a market cap of $67.99 billion, a price-to-earnings ratio of 18.27 and a beta of 1.14. The firm has a 50 day simple moving average of $253.01 and a 200 day simple moving average of $237.25. Vanguard Small-Cap ETF has a one year low of $190.27 and a one year high of $263.35.

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.