Hartmann Taylor Wealth Management LLC Lowers Stake in Vanguard Small-Cap ETF $VB

Hartmann Taylor Wealth Management LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,892 shares of the company’s stock after selling 1,786 shares during the period. Vanguard Small-Cap ETF makes up about 3.3% of Hartmann Taylor Wealth Management LLC’s portfolio, making the stock its 9th biggest holding. Hartmann Taylor Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $4,003,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of VB. Inlight Wealth Management LLC acquired a new position in Vanguard Small-Cap ETF in the first quarter valued at about $25,000. Arjuna Capital acquired a new stake in Vanguard Small-Cap ETF during the first quarter worth about $26,000. West Branch Capital LLC increased its holdings in Vanguard Small-Cap ETF by 384.6% in the 1st quarter. West Branch Capital LLC now owns 126 shares of the company’s stock valued at $28,000 after buying an additional 100 shares during the period. Financial Gravity Asset Management Inc. bought a new position in Vanguard Small-Cap ETF in the 1st quarter valued at about $30,000. Finally, Evergreen Private Wealth LLC acquired a new position in shares of Vanguard Small-Cap ETF in the 1st quarter valued at approximately $31,000.

Vanguard Small-Cap ETF Trading Down 0.3%

Shares of Vanguard Small-Cap ETF stock opened at $257.14 on Wednesday. The company has a market cap of $68.66 billion, a PE ratio of 18.27 and a beta of 1.14. The company has a 50 day moving average of $248.68 and a 200-day moving average of $233.31. Vanguard Small-Cap ETF has a 1-year low of $190.27 and a 1-year high of $263.35.

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.