Martel Wealth Advisors Inc Has $4.90 Million Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Martel Wealth Advisors Inc lowered its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,411 shares of the company’s stock after selling 852 shares during the quarter. Vanguard Small-Cap ETF accounts for approximately 1.0% of Martel Wealth Advisors Inc’s portfolio, making the stock its 16th largest position. Martel Wealth Advisors Inc’s holdings in Vanguard Small-Cap ETF were worth $4,904,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of VB. Ironwood Wealth Management LLC. increased its holdings in shares of Vanguard Small-Cap ETF by 1.4% during the second quarter. Ironwood Wealth Management LLC. now owns 6,584 shares of the company’s stock valued at $1,436,000 after acquiring an additional 94 shares in the last quarter. Renaissance Technologies LLC acquired a new stake in Vanguard Small-Cap ETF in the 2nd quarter valued at $1,177,000. Sei Investments Co. increased its stake in Vanguard Small-Cap ETF by 0.6% during the 2nd quarter. Sei Investments Co. now owns 11,722 shares of the company’s stock valued at $2,556,000 after purchasing an additional 67 shares in the last quarter. Thrivent Financial for Lutherans raised its holdings in Vanguard Small-Cap ETF by 28.5% during the second quarter. Thrivent Financial for Lutherans now owns 254,855 shares of the company’s stock worth $55,569,000 after buying an additional 56,599 shares during the last quarter. Finally, 1832 Asset Management L.P. lifted its stake in shares of Vanguard Small-Cap ETF by 33.6% in the second quarter. 1832 Asset Management L.P. now owns 463,244 shares of the company’s stock valued at $101,006,000 after buying an additional 116,499 shares in the last quarter.

Vanguard Small-Cap ETF Trading Up 0.4 %

Shares of NYSEARCA:VB opened at $248.52 on Tuesday. Vanguard Small-Cap ETF has a 1-year low of $203.33 and a 1-year high of $263.35. The stock has a market cap of $61.55 billion, a PE ratio of 14.11 and a beta of 1.17. The stock’s fifty day simple moving average is $249.39 and its two-hundred day simple moving average is $237.67.

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.