EP Wealth Advisors LLC Has $373.02 Million Stock Holdings in Vanguard Small-Cap Growth ETF $VBK

EP Wealth Advisors LLC increased its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 26.3% during the 2nd quarter, Holdings Channel reports. The fund owned 1,020,017 shares of the company’s stock after buying an additional 212,203 shares during the quarter. Vanguard Small-Cap Growth ETF accounts for about 1.4% of EP Wealth Advisors LLC’s investment portfolio, making the stock its 13th biggest holding. EP Wealth Advisors LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $373,020,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Simplex Trading LLC bought a new stake in shares of Vanguard Small-Cap Growth ETF in the 4th quarter valued at $27,000. Birchbrook Inc. bought a new position in Vanguard Small-Cap Growth ETF during the fourth quarter worth about $29,000. Advisortrust Partners LLC acquired a new position in Vanguard Small-Cap Growth ETF in the first quarter valued at about $29,000. Basecamp Wealth Advisors LLC acquired a new position in Vanguard Small-Cap Growth ETF in the first quarter valued at about $31,000. Finally, Bollard Group LLC bought a new stake in shares of Vanguard Small-Cap Growth ETF in the first quarter worth about $34,000.

Vanguard Small-Cap Growth ETF Price Performance

NYSEARCA VBK opened at $358.65 on Friday. The firm has a market cap of $24.33 billion, a P/E ratio of 27.57 and a beta of 1.17. The stock’s 50-day moving average is $353.69 and its 200-day moving average is $335.28. Vanguard Small-Cap Growth ETF has a one year low of $280.27 and a one year high of $367.04.

Vanguard Small-Cap Growth ETF 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.