CWS Financial Advisors LLC Has $3.65 Million Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

CWS Financial Advisors LLC lifted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,171 shares of the company’s stock after acquiring an additional 1,343 shares during the quarter. Vanguard Small-Cap ETF makes up approximately 1.2% of CWS Financial Advisors LLC’s holdings, making the stock its 13th largest holding. CWS Financial Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $3,645,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Millington Financial Advisors LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 10.0% in the 4th quarter. Millington Financial Advisors LLC now owns 1,323 shares of the company’s stock worth $326,000 after acquiring an additional 120 shares in the last quarter. Portland Financial Advisors Inc bought a new position in Vanguard Small-Cap ETF in the 4th quarter worth approximately $293,000. Edge Capital Group LLC raised its position in Vanguard Small-Cap ETF by 0.6% in the 4th quarter. Edge Capital Group LLC now owns 29,917 shares of the company’s stock worth $7,188,000 after purchasing an additional 172 shares during the last quarter. Rothschild Investment LLC raised its position in Vanguard Small-Cap ETF by 2.9% in the 4th quarter. Rothschild Investment LLC now owns 2,333 shares of the company’s stock worth $561,000 after purchasing an additional 65 shares during the last quarter. Finally, Crestwood Advisors Group LLC raised its position in Vanguard Small-Cap ETF by 2.5% in the 4th quarter. Crestwood Advisors Group LLC now owns 33,184 shares of the company’s stock worth $7,973,000 after purchasing an additional 807 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

VB stock opened at $238.81 on Tuesday. The company has a 50 day moving average price of $245.70 and a 200 day moving average price of $241.99. Vanguard Small-Cap ETF has a fifty-two week low of $209.81 and a fifty-two week high of $263.35. The stock has a market capitalization of $59.15 billion, a PE ratio of 14.11 and a beta of 1.17.

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.