Willner & Heller LLC Decreases Stake in Vanguard Small-Cap Growth ETF $VBK

Willner & Heller LLC lowered its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 4.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,004 shares of the company’s stock after selling 169 shares during the period. Vanguard Small-Cap Growth ETF accounts for 0.9% of Willner & Heller LLC’s holdings, making the stock its 28th biggest position. Willner & Heller LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $1,109,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Proathlete Wealth Management LLC acquired a new stake in Vanguard Small-Cap Growth ETF during the second quarter valued at $26,000. Wagner Wealth Management LLC acquired a new stake in Vanguard Small-Cap Growth ETF during the first quarter valued at $33,000. NBC Securities Inc. acquired a new stake in Vanguard Small-Cap Growth ETF during the first quarter valued at $36,000. Breakwater Investment Management acquired a new stake in Vanguard Small-Cap Growth ETF during the first quarter valued at $44,000. Finally, SouthState Corp grew its position in Vanguard Small-Cap Growth ETF by 97.8% during the first quarter. SouthState Corp now owns 182 shares of the company’s stock valued at $46,000 after buying an additional 90 shares during the period.

Vanguard Small-Cap Growth ETF Stock Up 0.3%

VBK stock opened at $302.39 on Friday. The stock has a market capitalization of $20.66 billion, a P/E ratio of 27.57 and a beta of 1.14. The firm has a 50-day simple moving average of $292.05 and a 200-day simple moving average of $272.27. Vanguard Small-Cap Growth ETF has a 52 week low of $214.77 and a 52 week high of $306.11.

Vanguard Small-Cap Growth ETF Company Profile

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies.