Vanguard Small-Cap ETF $VB Shares Sold by Agate Pass Investment Management LLC

Agate Pass Investment Management LLC cut its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 42,427 shares of the company’s stock after selling 2,206 shares during the period. Vanguard Small-Cap ETF comprises approximately 4.1% of Agate Pass Investment Management LLC’s investment portfolio, making the stock its 3rd biggest position. Agate Pass Investment Management LLC’s holdings in Vanguard Small-Cap ETF were worth $10,054,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. JFS Wealth Advisors LLC increased its holdings in shares of Vanguard Small-Cap ETF by 2.0% during the second quarter. JFS Wealth Advisors LLC now owns 10,336 shares of the company’s stock worth $2,449,000 after buying an additional 205 shares in the last quarter. PDS Planning Inc grew its stake in shares of Vanguard Small-Cap ETF by 12.4% in the second quarter. PDS Planning Inc now owns 51,440 shares of the company’s stock worth $12,190,000 after purchasing an additional 5,668 shares during the last quarter. Blue Trust Inc. grew its stake in shares of Vanguard Small-Cap ETF by 16.5% in the second quarter. Blue Trust Inc. now owns 6,926 shares of the company’s stock worth $1,641,000 after purchasing an additional 982 shares during the last quarter. Cyndeo Wealth Partners LLC grew its stake in shares of Vanguard Small-Cap ETF by 3.8% in the second quarter. Cyndeo Wealth Partners LLC now owns 89,917 shares of the company’s stock worth $21,309,000 after purchasing an additional 3,313 shares during the last quarter. Finally, NavPoint Financial Inc. grew its stake in shares of Vanguard Small-Cap ETF by 3.5% in the second quarter. NavPoint Financial Inc. now owns 29,445 shares of the company’s stock worth $6,978,000 after purchasing an additional 1,001 shares during the last quarter.

Vanguard Small-Cap ETF Stock Down 3.0%

Shares of Vanguard Small-Cap ETF stock opened at $248.10 on Friday. Vanguard Small-Cap ETF has a twelve month low of $190.27 and a twelve month high of $263.35. The stock has a market cap of $66.62 billion, a price-to-earnings ratio of 18.27 and a beta of 1.14. The company’s fifty day moving average is $251.65 and its 200 day moving average is $235.95.

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.