Corient Private Wealth LLC Has $309.10 Million Stock Position in Vanguard Small-Cap Growth ETF $VBK

Corient Private Wealth LLC grew its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 14.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,023,103 shares of the company’s stock after buying an additional 128,897 shares during the quarter. Corient Private Wealth LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $309,100,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of the stock. Everhart Financial Group Inc. grew its stake in Vanguard Small-Cap Growth ETF by 10.4% in the fourth 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. boosted its stake in shares of Vanguard Small-Cap Growth ETF by 6.0% during the 4th quarter. D.A. Davidson & CO. now owns 30,456 shares of the company’s stock worth $9,201,000 after acquiring an additional 1,720 shares during the period. AlphaCore Capital LLC increased its holdings in shares of Vanguard Small-Cap Growth ETF by 157.4% during the 3rd quarter. AlphaCore Capital LLC now owns 2,795 shares of the company’s stock worth $833,000 after acquiring an additional 1,709 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Vanguard Small-Cap Growth ETF by 5.7% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 100,451 shares of the company’s stock worth $31,911,000 after acquiring an additional 5,421 shares during the last quarter. Finally, BCS Wealth Management raised its stake in Vanguard Small-Cap Growth ETF by 100.0% in the 4th quarter. BCS Wealth Management now owns 5,954 shares of the company’s stock valued at $1,799,000 after acquiring an additional 2,977 shares during the period.

Vanguard Small-Cap Growth ETF Price Performance

Shares of Vanguard Small-Cap Growth ETF stock opened at $356.54 on Friday. The business has a fifty day simple moving average of $341.10 and a two-hundred day simple moving average of $322.12. Vanguard Small-Cap Growth ETF has a 1 year low of $266.57 and a 1 year high of $359.06. The company has a market capitalization of $23.81 billion, a price-to-earnings ratio of 27.57 and a beta of 1.17.

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.