Stone Loft Wealth Management LLC Acquires Shares of 5,707 Vanguard Small-Cap ETF $VB

Stone Loft Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,707 shares of the company’s stock, valued at approximately $1,495,000. Vanguard Small-Cap ETF comprises about 1.1% of Stone Loft Wealth Management LLC’s portfolio, making the stock its 15th largest holding.

A number of other institutional investors also recently modified their holdings of VB. Orin Green Financial LLC raised its position in Vanguard Small-Cap ETF by 0.3% during the 1st quarter. Orin Green Financial LLC now owns 13,110 shares of the company’s stock valued at $3,434,000 after purchasing an additional 36 shares during the last quarter. JFS Wealth Advisors LLC lifted its holdings in Vanguard Small-Cap ETF by 0.3% in the 4th quarter. JFS Wealth Advisors LLC now owns 10,875 shares of the company’s stock worth $2,805,000 after buying an additional 37 shares during the period. Stonebridge Financial Group LLC grew its position in shares of Vanguard Small-Cap ETF by 2.6% in the 4th quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock worth $371,000 after buying an additional 37 shares during the last quarter. Rockwood Wealth Management LLC lifted its stake in Vanguard Small-Cap ETF by 0.6% in the fourth quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock worth $1,504,000 after acquiring an additional 37 shares during the period. Finally, IMA Advisory Services Inc. boosted its holdings in Vanguard Small-Cap ETF by 3.2% in the first quarter. IMA Advisory Services Inc. now owns 1,185 shares of the company’s stock valued at $310,000 after acquiring an additional 37 shares in the last quarter.

Vanguard Small-Cap ETF Stock Down 0.7%

NYSEARCA:VB opened at $294.22 on Tuesday. The firm’s fifty day simple moving average is $293.89 and its 200 day simple moving average is $280.27. The stock has a market cap of $79.20 billion, a P/E ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a twelve month low of $234.49 and a twelve month high of $304.70.

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.