Integrated Wealth Concepts LLC Acquires 125,840 Shares of Vanguard Small-Cap ETF $VB

Integrated Wealth Concepts LLC lifted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 112.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 237,840 shares of the company’s stock after acquiring an additional 125,840 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Vanguard Small-Cap ETF were worth $72,094,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Envestnet Portfolio Solutions Inc. raised its stake in Vanguard Small-Cap ETF by 6.7% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock valued at $20,555,000 after acquiring an additional 4,995 shares during the period. Donalies Financial Planning LLC bought a new position in Vanguard Small-Cap ETF during the fourth quarter worth about $992,000. Captrust Financial Advisors increased its stake in shares of Vanguard Small-Cap ETF by 5.2% in the fourth quarter. Captrust Financial Advisors now owns 2,644,075 shares of the company’s stock worth $682,039,000 after purchasing an additional 130,946 shares in the last quarter. Peapack Gladstone Financial Corp increased its stake in shares of Vanguard Small-Cap ETF by 3.8% in the fourth quarter. Peapack Gladstone Financial Corp now owns 407,296 shares of the company’s stock worth $105,062,000 after purchasing an additional 14,827 shares in the last quarter. Finally, Carroll Advisory Group LLC bought a new stake in shares of Vanguard Small-Cap ETF in the fourth quarter valued at approximately $1,180,000.

Vanguard Small-Cap ETF Trading Down 0.7%

Shares of VB stock opened at $297.76 on Wednesday. The firm’s 50 day moving average is $300.36 and its 200 day moving average is $287.58. The stock has a market capitalization of $80.16 billion, a P/E ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a 12 month low of $241.17 and a 12 month high of $309.51.

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.