Total Wealth Planning LLC Has $1.31 Million Stock Position in Vanguard Small-Cap Growth ETF $VBK

Total Wealth Planning LLC decreased its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 93.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,329 shares of the company’s stock after selling 64,104 shares during the period. Vanguard Small-Cap Growth ETF comprises approximately 2.8% of Total Wealth Planning LLC’s holdings, making the stock its 12th largest holding. Total Wealth Planning LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $1,308,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of VBK. XY Planning Network Inc. grew its position in Vanguard Small-Cap Growth ETF by 1.2% during the 4th quarter. XY Planning Network Inc. now owns 2,702 shares of the company’s stock worth $816,000 after acquiring an additional 32 shares during the last quarter. Stewardship Advisors LLC grew its position in Vanguard Small-Cap Growth ETF by 3.2% during the 4th quarter. Stewardship Advisors LLC now owns 1,108 shares of the company’s stock worth $335,000 after acquiring an additional 34 shares during the last quarter. Founders Grove Wealth Partners LLC grew its position in Vanguard Small-Cap Growth ETF by 0.7% during the 4th quarter. Founders Grove Wealth Partners LLC now owns 4,713 shares of the company’s stock worth $1,424,000 after acquiring an additional 35 shares during the last quarter. Capital Advisory Group Advisory Services LLC grew its position in Vanguard Small-Cap Growth ETF by 3.3% during the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 1,105 shares of the company’s stock worth $334,000 after acquiring an additional 35 shares during the last quarter. Finally, NBC Securities Inc. grew its position in Vanguard Small-Cap Growth ETF by 24.3% during the 4th quarter. NBC Securities Inc. now owns 179 shares of the company’s stock worth $54,000 after acquiring an additional 35 shares during the last quarter.

Vanguard Small-Cap Growth ETF Price Performance

NYSEARCA VBK opened at $350.81 on Friday. The firm has a market cap of $23.43 billion, a PE ratio of 27.57 and a beta of 1.17. The stock’s 50 day simple moving average is $337.40 and its 200 day simple moving average is $320.45. Vanguard Small-Cap Growth ETF has a one year low of $266.39 and a one year high of $358.10.

Vanguard Small-Cap Growth ETF Company Profile

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.