Bluestem Financial Advisors LLC Has $27.72 Million Stock Position in Vanguard Small-Cap ETF $VB

Bluestem Financial Advisors LLC reduced its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 116,954 shares of the company’s stock after selling 497 shares during the period. Vanguard Small-Cap ETF comprises approximately 11.9% of Bluestem Financial Advisors LLC’s investment portfolio, making the stock its 4th largest position. Bluestem Financial Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $27,716,000 as of its most recent SEC filing.

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

Vanguard Small-Cap ETF Stock Performance

NYSEARCA:VB opened at $258.19 on Tuesday. The firm has a market cap of $68.28 billion, a price-to-earnings ratio of 18.27 and a beta of 1.14. The firm has a 50-day moving average price of $250.67 and a two-hundred day moving average price of $235.36. Vanguard Small-Cap ETF has a 52 week low of $190.27 and a 52 week high of $263.35.

About Vanguard Small-Cap ETF

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.