Wells Financial Advisors INC Cuts Stake in Vanguard Small-Cap ETF $VB

Wells Financial Advisors INC lessened its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 74.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,828 shares of the company’s stock after selling 5,311 shares during the period. Vanguard Small-Cap ETF makes up about 2.2% of Wells Financial Advisors INC’s portfolio, making the stock its 16th biggest holding. Wells Financial Advisors INC’s holdings in Vanguard Small-Cap ETF were worth $479,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in VB. Orin Green Financial LLC grew its stake in Vanguard Small-Cap ETF by 0.3% during the 1st quarter. Orin Green Financial LLC now owns 13,110 shares of the company’s stock worth $3,434,000 after buying an additional 36 shares during the last quarter. JFS Wealth Advisors LLC raised its stake in Vanguard Small-Cap ETF by 0.3% in the fourth quarter. JFS Wealth Advisors LLC now owns 10,875 shares of the company’s stock valued at $2,805,000 after buying an additional 37 shares during the last quarter. Stonebridge Financial Group LLC raised its stake in Vanguard Small-Cap ETF by 2.6% in the fourth quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock valued at $371,000 after buying an additional 37 shares during the last quarter. Rockwood Wealth Management LLC boosted its holdings in Vanguard Small-Cap ETF by 0.6% in the fourth quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock worth $1,504,000 after acquiring an additional 37 shares in the last quarter. Finally, IMA Advisory Services Inc. boosted its holdings in Vanguard Small-Cap ETF by 3.2% in the first quarter. IMA Advisory Services Inc. now owns 1,185 shares of the company’s stock worth $310,000 after acquiring an additional 37 shares in the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of VB stock opened at $296.22 on Monday. Vanguard Small-Cap ETF has a fifty-two week low of $234.49 and a fifty-two week high of $304.70. The firm has a market capitalization of $79.74 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04. The stock’s 50-day simple moving average is $293.77 and its 200-day simple moving average is $280.03.

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.