BXM Wealth LLC Invests $1.65 Million in Vanguard Small-Cap ETF (NYSEARCA:VB)

BXM Wealth LLC purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VBFree Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,869 shares of the company’s stock, valued at approximately $1,650,000. Vanguard Small-Cap ETF makes up 2.3% of BXM Wealth LLC’s holdings, making the stock its 10th largest holding.

Several other institutional investors also recently modified their holdings of the stock. Atwood & Palmer Inc. acquired a new stake in Vanguard Small-Cap ETF in the fourth quarter valued at $32,000. Kozak & Associates Inc. acquired a new stake in Vanguard Small-Cap ETF in the third quarter valued at $34,000. Pin Oak Investment Advisors Inc. bought a new stake in Vanguard Small-Cap ETF during the third quarter valued at $37,000. Loomis Sayles & Co. L P boosted its position in Vanguard Small-Cap ETF by 305.3% during the third quarter. Loomis Sayles & Co. L P now owns 154 shares of the company’s stock valued at $37,000 after acquiring an additional 116 shares during the last quarter. Finally, Hilltop National Bank boosted its position in Vanguard Small-Cap ETF by 83.7% during the fourth quarter. Hilltop National Bank now owns 158 shares of the company’s stock valued at $38,000 after acquiring an additional 72 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

VB stock opened at $247.95 on Friday. The stock has a market capitalization of $61.41 billion, a PE ratio of 14.11 and a beta of 1.17. The company’s 50-day moving average is $247.09 and its 200-day moving average is $240.67. Vanguard Small-Cap ETF has a 1 year low of $209.81 and a 1 year high of $263.35.

Vanguard Small-Cap ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Vanguard Small-Cap ETF (NYSEARCA:VB)

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