NavPoint Financial Inc. Has $6.31 Million Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

NavPoint Financial Inc. lifted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 28,444 shares of the company’s stock after buying an additional 282 shares during the period. Vanguard Small-Cap ETF accounts for approximately 4.4% of NavPoint Financial Inc.’s holdings, making the stock its 9th biggest position. NavPoint Financial Inc.’s holdings in Vanguard Small-Cap ETF were worth $6,307,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. JPMorgan Chase & Co. grew its position in Vanguard Small-Cap ETF by 5.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 849,068 shares of the company’s stock worth $201,407,000 after purchasing an additional 40,919 shares during the last quarter. Tallon Kerry Patrick bought a new position in Vanguard Small-Cap ETF in the 4th quarter worth about $772,000. Capital & Planning LLC grew its position in Vanguard Small-Cap ETF by 0.5% in the 4th quarter. Capital & Planning LLC now owns 44,935 shares of the company’s stock worth $10,797,000 after purchasing an additional 211 shares during the last quarter. Brighton Jones LLC grew its position in Vanguard Small-Cap ETF by 36.5% in the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock worth $2,878,000 after purchasing an additional 3,200 shares during the last quarter. Finally, Revolve Wealth Partners LLC grew its position in Vanguard Small-Cap ETF by 11.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock worth $2,148,000 after purchasing an additional 920 shares during the last quarter.

Vanguard Small-Cap ETF Trading Up 1.1%

NYSEARCA VB opened at $232.89 on Friday. Vanguard Small-Cap ETF has a 52 week low of $190.27 and a 52 week high of $263.35. The stock has a market cap of $231.02 billion, a price-to-earnings ratio of 18.82 and a beta of 1.08. The company has a 50-day moving average price of $218.84 and a two-hundred day moving average price of $234.60.

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.