Pacific Excel Wealth Advisors Inc. Makes New Investment in Vanguard Small-Cap ETF $VB

Pacific Excel Wealth Advisors Inc. purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 6,137 shares of the company’s stock, valued at approximately $1,860,000.

Other institutional investors have also modified their holdings of the company. Auto Owners Insurance Co boosted its holdings in Vanguard Small-Cap ETF by 29,071.8% during the 4th quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock valued at $18,739,021,000 after acquiring an additional 72,396,915 shares during the period. Corient Private Wealth LLC increased 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 worth $2,922,918,000 after purchasing an additional 10,882,179 shares during the period. Align Financial LLC purchased a new stake in Vanguard Small-Cap ETF during the fourth quarter worth about $717,282,000. Valpey Financial Services LLC lifted its position in shares of Vanguard Small-Cap ETF by 26,304.7% during the fourth quarter. Valpey Financial Services LLC now owns 954,531 shares of the company’s stock worth $246,221,000 after purchasing an additional 950,916 shares in the last quarter. Finally, Fifth Third Bancorp lifted its position in shares of Vanguard Small-Cap ETF by 119.4% during the first quarter. Fifth Third Bancorp now owns 678,702 shares of the company’s stock worth $177,766,000 after purchasing an additional 369,321 shares in the last quarter.

Vanguard Small-Cap ETF Stock Performance

NYSEARCA VB opened at $305.55 on Wednesday. The firm has a 50 day simple moving average of $296.36 and a 200-day simple moving average of $282.59. Vanguard Small-Cap ETF has a one year low of $239.06 and a one year high of $305.83. The firm has a market cap of $82.25 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04.

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.