Wealthquest Corp Raises Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Wealthquest Corp grew its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 144,309 shares of the company’s stock after buying an additional 1,439 shares during the quarter. Vanguard Small-Cap ETF accounts for 2.8% of Wealthquest Corp’s investment portfolio, making the stock its 12th largest position. Wealthquest Corp owned about 0.06% of Vanguard Small-Cap ETF worth $34,675,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. ORG Wealth Partners LLC purchased a new position in Vanguard Small-Cap ETF in the 3rd quarter valued at about $28,000. Kozak & Associates Inc. acquired a new position in shares of Vanguard Small-Cap ETF during the third quarter valued at approximately $34,000. Pin Oak Investment Advisors Inc. purchased a new position in shares of Vanguard Small-Cap ETF in the third quarter valued at approximately $37,000. Loomis Sayles & Co. L P boosted its stake in shares of Vanguard Small-Cap ETF by 305.3% in the third quarter. Loomis Sayles & Co. L P now owns 154 shares of the company’s stock worth $37,000 after acquiring an additional 116 shares during the last quarter. Finally, Hilltop National Bank increased its position in shares of Vanguard Small-Cap ETF by 83.7% during the fourth quarter. Hilltop National Bank now owns 158 shares of the company’s stock worth $38,000 after purchasing an additional 72 shares in the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of VB stock opened at $248.52 on Tuesday. Vanguard Small-Cap ETF has a fifty-two week low of $203.33 and a fifty-two week high of $263.35. The stock’s fifty day moving average is $249.39 and its two-hundred day moving average is $237.67. The firm has a market capitalization of $61.55 billion, a P/E ratio of 14.11 and a beta of 1.17.

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.