Evolution Wealth Advisors LLC Reduces Stock Position in Vanguard Small-Cap ETF $VB

Evolution Wealth Advisors LLC decreased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 10.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,201 shares of the company’s stock after selling 4,227 shares during the quarter. Vanguard Small-Cap ETF accounts for about 1.3% of Evolution Wealth Advisors LLC’s holdings, making the stock its 19th biggest position. Evolution Wealth Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $8,579,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of VB. Valmark Advisers Inc. raised its stake in shares of Vanguard Small-Cap ETF by 0.4% during the 2nd quarter. Valmark Advisers Inc. now owns 32,645 shares of the company’s stock worth $7,736,000 after buying an additional 127 shares during the last quarter. Bear Mountain Capital Inc. grew its stake in Vanguard Small-Cap ETF by 6.7% in the 1st quarter. Bear Mountain Capital Inc. now owns 44,968 shares of the company’s stock valued at $9,748,000 after acquiring an additional 2,806 shares during the last quarter. First Interstate Bank increased its holdings in Vanguard Small-Cap ETF by 10.0% during the 2nd quarter. First Interstate Bank now owns 2,641 shares of the company’s stock valued at $626,000 after acquiring an additional 239 shares in the last quarter. Gladwyn Financial Advisors Inc. purchased a new position in Vanguard Small-Cap ETF during the 2nd quarter valued at about $136,000. Finally, Cove Private Wealth LLC raised its position in Vanguard Small-Cap ETF by 66.8% during the second quarter. Cove Private Wealth LLC now owns 12,162 shares of the company’s stock worth $2,882,000 after acquiring an additional 4,870 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA VB opened at $250.36 on Friday. The firm’s 50-day moving average is $255.29 and its two-hundred day moving average is $243.52. The company has a market capitalization of $67.23 billion, a PE ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month 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.