Monterey Private Wealth Inc. Buys 2,966 Shares of Vanguard Small-Cap ETF $VB

Monterey Private Wealth Inc. increased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 69,560 shares of the company’s stock after acquiring an additional 2,966 shares during the quarter. Vanguard Small-Cap ETF makes up 4.5% of Monterey Private Wealth Inc.’s holdings, making the stock its 5th largest holding. Monterey Private Wealth Inc.’s holdings in Vanguard Small-Cap ETF were worth $15,425,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Royal Bank of Canada lifted its position in shares of Vanguard Small-Cap ETF by 83.6% in the fourth quarter. Royal Bank of Canada now owns 2,954,198 shares of the company’s stock worth $709,834,000 after purchasing an additional 1,345,357 shares in the last quarter. Auto Owners Insurance Co increased its position in Vanguard Small-Cap ETF by 2,616.7% during the first quarter. Auto Owners Insurance Co now owns 912,750 shares of the company’s stock worth $202,402,000 after buying an additional 879,152 shares during the last quarter. GAMMA Investing LLC increased its position in Vanguard Small-Cap ETF by 165,430.2% during the first quarter. GAMMA Investing LLC now owns 680,329 shares of the company’s stock worth $150,863,000 after buying an additional 679,918 shares during the last quarter. Wellington Management Group LLP increased its position in Vanguard Small-Cap ETF by 59.3% during the first quarter. Wellington Management Group LLP now owns 1,465,767 shares of the company’s stock worth $325,034,000 after buying an additional 545,614 shares during the last quarter. Finally, Wealthspire Advisors LLC increased its position in Vanguard Small-Cap ETF by 99.4% during the first quarter. Wealthspire Advisors LLC now owns 748,652 shares of the company’s stock worth $166,014,000 after buying an additional 373,195 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Vanguard Small-Cap ETF stock opened at $252.99 on Thursday. Vanguard Small-Cap ETF has a one year low of $190.27 and a one year high of $263.35. The company’s fifty day moving average price is $242.59 and its two-hundred day moving average price is $231.41. The company has a market capitalization of $67.55 billion, a price-to-earnings 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.