Wealth Management Strategies Inc. Invests $6.26 Million in Vanguard Small-Cap ETF (NYSEARCA:VB)

Wealth Management Strategies Inc. acquired a new position in Vanguard Small-Cap ETF (NYSEARCA:VB) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 26,040 shares of the company’s stock, valued at approximately $6,257,000. Vanguard Small-Cap ETF accounts for approximately 4.8% of Wealth Management Strategies Inc.’s portfolio, making the stock its 9th largest holding.

Other hedge funds have also recently bought and sold shares of the company. Life Planning Partners Inc grew its holdings in Vanguard Small-Cap ETF by 23,750.1% during the fourth quarter. Life Planning Partners Inc now owns 2,614,209 shares of the company’s stock worth $628,142,000 after acquiring an additional 2,603,248 shares during the period. Raymond James Financial Inc. acquired a new position in Vanguard Small-Cap ETF in the fourth quarter worth approximately $529,562,000. Strategic Financial Concepts LLC grew its position in Vanguard Small-Cap ETF by 24,676.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 1,593,853 shares of the company’s stock worth $382,971,000 after acquiring an additional 1,587,420 shares in the last quarter. Brooklyn FI LLC increased its position in Vanguard Small-Cap ETF by 6,309.1% during the fourth quarter. Brooklyn FI LLC now owns 1,522,919 shares of the company’s stock worth $374,651,000 after buying an additional 1,499,157 shares during the last quarter. Finally, Royal Bank of Canada lifted its position in shares of Vanguard Small-Cap ETF by 83.6% in the fourth quarter. Royal Bank of Canada now owns 2,954,198 shares of the company’s stock worth $709,834,000 after buying an additional 1,345,357 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of VB stock opened at $225.77 on Friday. Vanguard Small-Cap ETF has a twelve month low of $190.27 and a twelve month high of $263.35. The stock’s 50 day simple moving average is $218.16 and its 200 day simple moving average is $236.18. The company has a market capitalization of $223.96 billion, a price-to-earnings ratio of 19.14 and a beta of 1.10.

Vanguard Small-Cap ETF Company 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.