Capital & Planning LLC Has $11.77 Million Stock Position in Vanguard Small-Cap ETF $VB

Capital & Planning LLC lessened its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 7.0% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 38,814 shares of the company’s stock after selling 2,924 shares during the period. Vanguard Small-Cap ETF accounts for 6.1% of Capital & Planning LLC’s portfolio, making the stock its 8th biggest holding. Capital & Planning LLC’s holdings in Vanguard Small-Cap ETF were worth $11,765,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of VB. Lloyd Advisory Services LLC. acquired a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter worth approximately $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Vanguard Small-Cap ETF during the fourth quarter valued at approximately $28,000. Wealth Watch Advisors INC acquired a new position in shares of Vanguard Small-Cap ETF during the third quarter valued at approximately $38,000. Greykasell Wealth Strategies Inc. bought a new stake in Vanguard Small-Cap ETF during the fourth quarter worth approximately $39,000. Finally, Scarborough Advisors LLC bought a new stake in Vanguard Small-Cap ETF during the first quarter worth approximately $39,000.

Vanguard Small-Cap ETF Price Performance

VB opened at $300.01 on Tuesday. The company has a market capitalization of $80.76 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a 1-year low of $241.17 and a 1-year high of $309.51. The business has a 50 day moving average price of $300.46 and a two-hundred day moving average price of $287.44.

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.