Heritage Wealth Partners LLC Makes New Investment in Vanguard Small-Cap ETF (NYSEARCA:VB)

Heritage Wealth Partners LLC acquired a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 11,357 shares of the company’s stock, valued at approximately $2,694,000. Vanguard Small-Cap ETF comprises about 3.2% of Heritage Wealth Partners LLC’s portfolio, making the stock its 11th largest holding.

Other institutional investors also recently modified their holdings of the company. Revolve Wealth Partners LLC grew its holdings in shares of Vanguard Small-Cap ETF by 4.3% during the 1st quarter. Revolve Wealth Partners LLC now owns 9,933 shares of the company’s stock worth $2,271,000 after acquiring an additional 410 shares during the period. Baird Financial Group Inc. grew its stake in Vanguard Small-Cap ETF by 5.9% in the fourth quarter. Baird Financial Group Inc. now owns 714,337 shares of the company’s stock worth $152,390,000 after purchasing an additional 39,988 shares during the period. Choate Investment Advisors raised its holdings in Vanguard Small-Cap ETF by 107.8% in the first quarter. Choate Investment Advisors now owns 9,871 shares of the company’s stock worth $2,256,000 after purchasing an additional 5,121 shares in the last quarter. Scott Capital Advisors LLC raised its holdings in Vanguard Small-Cap ETF by 1.9% in the first quarter. Scott Capital Advisors LLC now owns 134,788 shares of the company’s stock worth $30,366,000 after purchasing an additional 2,449 shares in the last quarter. Finally, Sequoia Financial Advisors LLC lifted its position in Vanguard Small-Cap ETF by 3.8% during the first quarter. Sequoia Financial Advisors LLC now owns 12,647 shares of the company’s stock valued at $2,891,000 after buying an additional 466 shares during the period.

Vanguard Small-Cap ETF Stock Up 0.5 %

VB stock opened at $236.27 on Thursday. The business has a 50 day moving average of $229.20 and a 200 day moving average of $224.10. Vanguard Small-Cap ETF has a twelve month low of $174.84 and a twelve month high of $238.96. The firm has a market cap of $58.52 billion, a PE ratio of 14.11 and a beta of 1.17.

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.