Holistic Planning LLC Reduces Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Holistic Planning LLC trimmed its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 14.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,430 shares of the company’s stock after selling 948 shares during the quarter. Holistic Planning LLC’s holdings in Vanguard Small-Cap ETF were worth $1,288,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Triad Wealth Partners LLC purchased a new position in shares of Vanguard Small-Cap ETF in the second quarter worth $27,000. ORG Wealth Partners LLC purchased a new position in shares of Vanguard Small-Cap ETF in the third quarter valued at about $28,000. Kozak & Associates Inc. bought a new position in shares of Vanguard Small-Cap ETF during the third quarter valued at about $34,000. Turtle Creek Wealth Advisors LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the second quarter worth about $36,000. Finally, ORG Partners LLC bought a new stake in shares of Vanguard Small-Cap ETF in the second quarter worth about $41,000.

Vanguard Small-Cap ETF Price Performance

VB opened at $253.14 on Friday. Vanguard Small-Cap ETF has a one year low of $180.92 and a one year high of $253.57. The business has a 50 day simple moving average of $235.89 and a two-hundred day simple moving average of $227.12. The firm has a market capitalization of $62.70 billion, a price-to-earnings 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.