Von Berge Wealth Management Group LLC Boosts Stake in Vanguard Small-Cap ETF $VB

Von Berge Wealth Management Group LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 48,351 shares of the company’s stock after acquiring an additional 1,149 shares during the quarter. Vanguard Small-Cap ETF accounts for about 6.6% of Von Berge Wealth Management Group LLC’s investment portfolio, making the stock its 4th biggest position. Von Berge Wealth Management Group LLC’s holdings in Vanguard Small-Cap ETF were worth $11,837,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Inlight Wealth Management LLC bought a new stake in Vanguard Small-Cap ETF in the first quarter valued at about $25,000. Arjuna Capital acquired a new position in Vanguard Small-Cap ETF in the first quarter valued at about $26,000. West Branch Capital LLC boosted its position in Vanguard Small-Cap ETF by 384.6% in the first quarter. West Branch Capital LLC now owns 126 shares of the company’s stock valued at $28,000 after buying an additional 100 shares in the last quarter. Financial Gravity Asset Management Inc. acquired a new position in Vanguard Small-Cap ETF in the first quarter valued at about $30,000. Finally, Evergreen Private Wealth LLC acquired a new position in Vanguard Small-Cap ETF in the first quarter valued at about $31,000.

Vanguard Small-Cap ETF Stock Down 3.0%

NYSEARCA:VB opened at $248.10 on Friday. The firm has a market cap of $66.62 billion, a PE 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. The company’s 50-day moving average price is $251.65 and its two-hundred day moving average price is $235.95.

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.