Vanguard Small-Cap ETF (NYSEARCA:VB) Stock Holdings Reduced by Heritage Wealth Partners LLC

Heritage Wealth Partners LLC cut its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 17.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,363 shares of the company’s stock after selling 1,994 shares during the period. Vanguard Small-Cap ETF accounts for about 2.8% of Heritage Wealth Partners LLC’s investment portfolio, making the stock its 10th largest position. Heritage Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $2,250,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in VB. Ironwood Wealth Management LLC. raised its position in shares of Vanguard Small-Cap ETF by 1.4% in the second quarter. Ironwood Wealth Management LLC. now owns 6,584 shares of the company’s stock valued at $1,436,000 after purchasing an additional 94 shares during the period. GHP Investment Advisors Inc. boosted its holdings in Vanguard Small-Cap ETF by 6.6% during the second quarter. GHP Investment Advisors Inc. now owns 1,336 shares of the company’s stock valued at $291,000 after acquiring an additional 83 shares during the period. HBK Sorce Advisory LLC grew its position in shares of Vanguard Small-Cap ETF by 4.8% in the second quarter. HBK Sorce Advisory LLC now owns 1,960 shares of the company’s stock valued at $427,000 after purchasing an additional 89 shares during the last quarter. Hoge Financial Services LLC increased its stake in shares of Vanguard Small-Cap ETF by 3.9% in the second quarter. Hoge Financial Services LLC now owns 35,169 shares of the company’s stock worth $7,668,000 after purchasing an additional 1,319 shares during the period. Finally, Diversify Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap ETF during the 2nd quarter worth about $6,843,000.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA:VB traded up $1.65 on Monday, hitting $239.77. 1,087,013 shares of the company were exchanged, compared to its average volume of 762,817. The company’s 50 day moving average price is $249.57 and its two-hundred day moving average price is $236.71. Vanguard Small-Cap ETF has a one year low of $202.66 and a one year high of $263.35. The firm has a market capitalization of $59.38 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

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.