Elevation Point Wealth Partners LLC Grows Stock Holdings in Vanguard Small-Cap ETF $VB

Elevation Point Wealth Partners LLC raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 69.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,883 shares of the company’s stock after acquiring an additional 6,509 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $4,160,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in VB. Auto Owners Insurance Co lifted its holdings in shares of Vanguard Small-Cap ETF by 29,071.8% in the fourth quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock worth $18,739,021,000 after buying an additional 72,396,915 shares in the last quarter. Corient Private Wealth LLC grew its stake in Vanguard Small-Cap ETF by 2,422.8% during the fourth quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock valued at $2,922,918,000 after acquiring an additional 10,882,179 shares in the last quarter. Align Financial LLC purchased a new position in Vanguard Small-Cap ETF during the fourth quarter valued at approximately $717,282,000. CIBC Bancorp USA Inc. bought a new stake in Vanguard Small-Cap ETF during the 3rd quarter worth approximately $324,131,000. Finally, Valpey Financial Services LLC increased its holdings in Vanguard Small-Cap ETF by 26,304.7% during the 4th quarter. Valpey Financial Services LLC now owns 954,531 shares of the company’s stock worth $246,221,000 after acquiring an additional 950,916 shares during the period.

Vanguard Small-Cap ETF Price Performance

NYSEARCA VB opened at $300.34 on Friday. Vanguard Small-Cap ETF has a 1 year low of $234.49 and a 1 year high of $304.70. The stock has a market capitalization of $80.58 billion, a PE ratio of 18.27 and a beta of 1.04. The company’s 50 day simple moving average is $291.18 and its two-hundred day simple moving average is $277.40.

Vanguard Small-Cap ETF 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.