Circle Wealth Management LLC Acquires 48,700 Shares of Vanguard Small-Cap ETF $VB

Circle Wealth Management LLC grew its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 125.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 87,586 shares of the company’s stock after buying an additional 48,700 shares during the period. Vanguard Small-Cap ETF accounts for about 0.3% of Circle Wealth Management LLC’s portfolio, making the stock its 26th largest position. Circle Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $22,593,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in VB. Brighton Jones LLC lifted its position in Vanguard Small-Cap ETF by 36.5% during the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock worth $2,878,000 after acquiring an additional 3,200 shares during the period. Revolve Wealth Partners LLC lifted its position in Vanguard Small-Cap ETF by 11.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock worth $2,148,000 after acquiring an additional 920 shares during the period. Aspire Growth Partners LLC lifted its position in Vanguard Small-Cap ETF by 5.0% during the 2nd quarter. Aspire Growth Partners LLC now owns 2,342 shares of the company’s stock worth $555,000 after acquiring an additional 111 shares during the period. Russell Investments Group Ltd. lifted its position in Vanguard Small-Cap ETF by 8.5% during the 2nd quarter. Russell Investments Group Ltd. now owns 4,983 shares of the company’s stock worth $1,181,000 after acquiring an additional 389 shares during the period. Finally, Quantbot Technologies LP acquired a new position in Vanguard Small-Cap ETF during the second quarter valued at $252,000.

Vanguard Small-Cap ETF Price Performance

NYSEARCA VB opened at $296.38 on Friday. The company has a market capitalization of $80.09 billion, a PE ratio of 18.27 and a beta of 1.05. The company has a fifty day moving average of $284.26 and a 200 day moving average of $273.24. Vanguard Small-Cap ETF has a 1 year low of $228.80 and a 1 year high of $298.02.

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.