18,991 Shares in Vanguard Small-Cap ETF (NYSEARCA:VB) Acquired by Balanced Wealth Group LLC

Balanced Wealth Group LLC purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 18,991 shares of the company’s stock, valued at approximately $4,051,000. Vanguard Small-Cap ETF comprises 2.1% of Balanced Wealth Group LLC’s investment portfolio, making the stock its 14th largest holding.

Other institutional investors have also modified their holdings of the company. Cerity Partners LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 2,168.8% in the 4th quarter. Cerity Partners LLC now owns 5,715,012 shares of the company’s stock valued at $1,219,184,000 after buying an additional 5,463,111 shares during the period. TIAA Trust National Association acquired a new position in Vanguard Small-Cap ETF in the 3rd quarter valued at about $154,377,000. International Assets Investment Management LLC bought a new stake in Vanguard Small-Cap ETF in the 4th quarter valued at $139,341,000. Mercer Global Advisors Inc. ADV increased its stake in Vanguard Small-Cap ETF by 24.0% in the third quarter. Mercer Global Advisors Inc. ADV now owns 1,547,905 shares of the company’s stock valued at $292,662,000 after acquiring an additional 299,689 shares during the last quarter. Finally, Natixis Advisors L.P. increased its holdings in shares of Vanguard Small-Cap ETF by 68.7% during the fourth quarter. Natixis Advisors L.P. now owns 635,888 shares of the company’s stock valued at $135,654,000 after acquiring an additional 259,015 shares in the last quarter.

Vanguard Small-Cap ETF Stock Down 0.4 %

VB stock traded down $0.93 during trading on Wednesday, reaching $220.83. The stock had a trading volume of 406,034 shares, compared to its average volume of 795,054. Vanguard Small-Cap ETF has a one year low of $174.84 and a one year high of $229.54. The company has a market capitalization of $54.69 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17. The company’s 50 day moving average is $220.31 and its two-hundred day moving average is $208.72.

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.