Octavia Wealth Advisors LLC Has $2.64 Million Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

Octavia Wealth Advisors LLC reduced its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.4% during the first quarter, HoldingsChannel reports. The firm owned 11,918 shares of the company’s stock after selling 298 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $2,643,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in VB. JPMorgan Chase & Co. grew its holdings in shares of Vanguard Small-Cap ETF by 5.1% during the third quarter. JPMorgan Chase & Co. now owns 849,068 shares of the company’s stock worth $201,407,000 after purchasing an additional 40,919 shares during the last quarter. Tallon Kerry Patrick bought a new stake in Vanguard Small-Cap ETF during the 4th quarter worth approximately $772,000. Capital & Planning LLC grew its holdings in Vanguard Small-Cap ETF by 0.5% during the 4th quarter. Capital & Planning LLC now owns 44,935 shares of the company’s stock worth $10,797,000 after acquiring an additional 211 shares during the last quarter. Brighton Jones LLC increased its position in Vanguard Small-Cap ETF by 36.5% in the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock valued at $2,878,000 after acquiring an additional 3,200 shares during the period. Finally, Revolve Wealth Partners LLC raised its stake in shares of Vanguard Small-Cap ETF by 11.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock valued at $2,148,000 after acquiring an additional 920 shares during the last quarter.

Vanguard Small-Cap ETF Stock Up 1.1%

Shares of NYSEARCA:VB opened at $232.89 on Monday. The firm has a market cap of $231.02 billion, a P/E ratio of 18.82 and a beta of 1.08. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month high of $263.35. The business has a fifty day simple moving average of $218.84 and a 200 day simple moving average of $234.47.

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.