Wealthquest Corp Increases Stock Holdings in Vanguard Small-Cap ETF $VB

Wealthquest Corp increased its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 152,042 shares of the company’s stock after acquiring an additional 2,478 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 3.0% of Wealthquest Corp’s holdings, making the stock its 10th largest holding. Wealthquest Corp’s holdings in Vanguard Small-Cap ETF were worth $39,219,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Field & Main Bank boosted its stake in shares of Vanguard Small-Cap ETF by 6.9% in the 4th quarter. Field & Main Bank now owns 36,334 shares of the company’s stock valued at $9,372,000 after purchasing an additional 2,333 shares in the last quarter. BIP Wealth LLC lifted its position in Vanguard Small-Cap ETF by 7.4% during the 4th quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock worth $7,669,000 after buying an additional 2,051 shares in the last quarter. Dunhill Financial LLC lifted its position in Vanguard Small-Cap ETF by 12.9% during the 4th quarter. Dunhill Financial LLC now owns 57,382 shares of the company’s stock worth $14,661,000 after buying an additional 6,569 shares in the last quarter. Compass Wealth Management LLC bought a new stake in Vanguard Small-Cap ETF during the 3rd quarter worth about $11,564,000. Finally, Envestnet Portfolio Solutions Inc. raised its holdings in Vanguard Small-Cap ETF by 6.7% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock worth $20,555,000 after purchasing an additional 4,995 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA:VB opened at $289.09 on Monday. The stock has a market capitalization of $78.12 billion, a P/E ratio of 18.27 and a beta of 1.05. The business has a 50-day moving average price of $274.97 and a two-hundred day moving average price of $268.93. Vanguard Small-Cap ETF has a 1-year low of $221.85 and a 1-year high of $291.99.

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.