Horizon Family Wealth Inc. Raises Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Horizon Family Wealth Inc. boosted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 22.8% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 20,214 shares of the company’s stock after buying an additional 3,752 shares during the period. Vanguard Small-Cap ETF makes up 3.0% of Horizon Family Wealth Inc.’s portfolio, making the stock its 10th largest holding. Horizon Family Wealth Inc.’s holdings in Vanguard Small-Cap ETF were worth $4,483,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Allspring Global Investments Holdings LLC acquired a new position in Vanguard Small-Cap ETF in the 1st quarter valued at about $33,000. Bear Mountain Capital Inc. grew its position in shares of Vanguard Small-Cap ETF by 6.7% during the 1st quarter. Bear Mountain Capital Inc. now owns 44,968 shares of the company’s stock worth $9,748,000 after purchasing an additional 2,806 shares in the last quarter. Aries Wealth Management grew its position in shares of Vanguard Small-Cap ETF by 0.7% during the 1st quarter. Aries Wealth Management now owns 47,995 shares of the company’s stock worth $10,643,000 after purchasing an additional 321 shares in the last quarter. Northcape Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap ETF during the 1st quarter worth approximately $240,000. Finally, Kathmere Capital Management LLC grew its position in shares of Vanguard Small-Cap ETF by 2.7% during the 1st quarter. Kathmere Capital Management LLC now owns 46,244 shares of the company’s stock worth $10,255,000 after purchasing an additional 1,219 shares in the last quarter.

Vanguard Small-Cap ETF Stock Up 1.6%

Shares of NYSEARCA:VB opened at $241.30 on Tuesday. The company’s 50 day moving average price is $237.55 and its two-hundred day moving average price is $231.64. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month high of $263.35. The firm has a market cap of $63.56 billion, a PE ratio of 18.27 and a beta of 1.14.

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.