Pasadena Private Wealth LLC Lowers Holdings in Vanguard Small-Cap Growth ETF $VBK

Pasadena Private Wealth LLC trimmed its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 4.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 54,229 shares of the company’s stock after selling 2,427 shares during the quarter. Vanguard Small-Cap Growth ETF accounts for 2.3% of Pasadena Private Wealth LLC’s portfolio, making the stock its 11th biggest holding. Pasadena Private Wealth LLC owned about 0.08% of Vanguard Small-Cap Growth ETF worth $16,391,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. Everhart Financial Group Inc. increased its stake in Vanguard Small-Cap Growth ETF by 10.4% during the 4th quarter. Everhart Financial Group Inc. now owns 23,046 shares of the company’s stock valued at $6,962,000 after purchasing an additional 2,164 shares in the last quarter. D.A. Davidson & CO. lifted its stake in shares of Vanguard Small-Cap Growth ETF by 6.0% in the fourth quarter. D.A. Davidson & CO. now owns 30,456 shares of the company’s stock worth $9,201,000 after buying an additional 1,720 shares in the last quarter. BCS Wealth Management lifted its stake in shares of Vanguard Small-Cap Growth ETF by 100.0% in the fourth quarter. BCS Wealth Management now owns 5,954 shares of the company’s stock worth $1,799,000 after buying an additional 2,977 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of Vanguard Small-Cap Growth ETF by 5.7% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 100,451 shares of the company’s stock valued at $31,911,000 after buying an additional 5,421 shares during the last quarter. Finally, Genesis Financial Group LLC purchased a new stake in shares of Vanguard Small-Cap Growth ETF during the fourth quarter valued at approximately $1,575,000.

Vanguard Small-Cap Growth ETF Price Performance

Shares of VBK opened at $357.56 on Monday. The company has a market capitalization of $23.88 billion, a P/E ratio of 27.57 and a beta of 1.17. The firm has a 50 day moving average of $345.31 and a 200 day moving average of $324.31. Vanguard Small-Cap Growth ETF has a twelve month low of $273.57 and a twelve month high of $361.58.

About Vanguard Small-Cap Growth ETF

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.