Stone Summit Wealth LLC Has $2.47 Million Stake in Vanguard Small-Cap ETF $VB

Stone Summit Wealth LLC boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,418 shares of the company’s stock after purchasing an additional 907 shares during the period. Stone Summit Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $2,469,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of VB. Fort Washington Investment Advisors Inc. OH increased its stake in shares of Vanguard Small-Cap ETF by 3.1% in the 2nd quarter. Fort Washington Investment Advisors Inc. OH now owns 3,936 shares of the company’s stock valued at $933,000 after buying an additional 120 shares during the period. Guyasuta Investment Advisors Inc. increased its stake in shares of Vanguard Small-Cap ETF by 14.2% in the 2nd quarter. Guyasuta Investment Advisors Inc. now owns 3,871 shares of the company’s stock valued at $917,000 after buying an additional 480 shares during the period. Willow Creek Wealth Management Inc. increased its stake in shares of Vanguard Small-Cap ETF by 41.6% in the 2nd quarter. Willow Creek Wealth Management Inc. now owns 4,149 shares of the company’s stock valued at $983,000 after buying an additional 1,218 shares during the period. Avior Wealth Management LLC boosted its position in shares of Vanguard Small-Cap ETF by 13.8% in the 2nd quarter. Avior Wealth Management LLC now owns 137,218 shares of the company’s stock worth $32,494,000 after purchasing an additional 16,652 shares during the last quarter. Finally, Charles Schwab Trust Co boosted its position in shares of Vanguard Small-Cap ETF by 22.6% in the 2nd quarter. Charles Schwab Trust Co now owns 77,185 shares of the company’s stock worth $18,291,000 after purchasing an additional 14,241 shares during the last quarter.

Vanguard Small-Cap ETF Trading Up 0.9%

VB stock opened at $254.83 on Friday. The business’s 50-day moving average price is $249.38 and its two-hundred day moving average price is $233.97. The firm has a market cap of $68.04 billion, a PE ratio of 18.27 and a beta of 1.14. 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.