Beacon Financial Planning Inc. Has $6.32 Million Stock Holdings in Vanguard Small-Cap ETF $VB

Beacon Financial Planning Inc. cut its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,658 shares of the company’s stock after selling 751 shares during the period. Vanguard Small-Cap ETF accounts for 3.5% of Beacon Financial Planning Inc.’s portfolio, making the stock its 7th largest holding. Beacon Financial Planning Inc.’s holdings in Vanguard Small-Cap ETF were worth $6,317,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Wit LLC boosted its holdings in Vanguard Small-Cap ETF by 254,243.2% in the 1st quarter. Wit LLC now owns 2,248,394 shares of the company’s stock valued at $498,581,000 after purchasing an additional 2,247,510 shares during the period. Royal Bank of Canada boosted its holdings in 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 purchasing an additional 2,018,325 shares during the period. Kingstone Capital Partners Texas LLC bought a new stake in Vanguard Small-Cap ETF in the 2nd quarter valued at about $312,278,000. Auto Owners Insurance Co boosted its holdings in Vanguard Small-Cap ETF by 2,616.7% in the 1st quarter. Auto Owners Insurance Co now owns 912,750 shares of the company’s stock valued at $202,402,000 after purchasing an additional 879,152 shares during the period. Finally, GAMMA Investing LLC boosted its holdings in Vanguard Small-Cap ETF by 165,430.2% in the 1st quarter. GAMMA Investing LLC now owns 680,329 shares of the company’s stock valued at $150,863,000 after purchasing an additional 679,918 shares during the period.

Vanguard Small-Cap ETF Stock Down 0.8%

NYSEARCA VB opened at $255.02 on Thursday. The firm has a 50-day moving average price of $248.97 and a two-hundred day moving average price of $233.46. The company has a market capitalization of $68.10 billion, a P/E ratio of 18.27 and a beta of 1.14. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month 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.