Upper Left Wealth Management LLC Cuts Stock Holdings in Vanguard Small-Cap ETF $VB

Upper Left Wealth Management LLC lessened its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 10.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,282 shares of the company’s stock after selling 625 shares during the quarter. Upper Left Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $1,252,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VB. Royal Bank of Canada lifted its holdings in shares of Vanguard Small-Cap ETF by 68.3% in the 1st quarter. Royal Bank of Canada now owns 4,972,523 shares of the company’s stock valued at $1,102,656,000 after buying an additional 2,018,325 shares during the period. LPL Financial LLC grew its holdings in Vanguard Small-Cap ETF by 1.0% during the first quarter. LPL Financial LLC now owns 3,826,253 shares of the company’s stock worth $848,472,000 after acquiring an additional 36,930 shares during the period. Wit LLC raised its position in Vanguard Small-Cap ETF by 254,243.2% in the first quarter. Wit LLC now owns 2,248,394 shares of the company’s stock worth $498,581,000 after acquiring an additional 2,247,510 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in Vanguard Small-Cap ETF by 2.0% in the first quarter. Ameriprise Financial Inc. now owns 2,169,368 shares of the company’s stock valued at $481,031,000 after acquiring an additional 41,742 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in Vanguard Small-Cap ETF by 7.8% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 2,010,915 shares of the company’s stock valued at $445,920,000 after acquiring an additional 146,007 shares during the period.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA VB opened at $255.41 on Friday. Vanguard Small-Cap ETF has a one year low of $190.27 and a one year high of $263.35. The firm has a market capitalization of $68.20 billion, a P/E ratio of 18.27 and a beta of 1.14. The company’s fifty day moving average is $246.62 and its two-hundred day moving average is $232.07.

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.