Forum Financial Management LP Sells 215 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Forum Financial Management LP lessened its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 17.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,014 shares of the company’s stock after selling 215 shares during the quarter. Forum Financial Management LP’s holdings in Vanguard Small-Cap ETF were worth $241,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Envestnet Asset Management Inc. grew its holdings in Vanguard Small-Cap ETF by 6.7% during the second quarter. Envestnet Asset Management Inc. now owns 4,998,082 shares of the company’s stock valued at $1,089,782,000 after purchasing an additional 313,316 shares during the period. LPL Financial LLC grew its stake in shares of Vanguard Small-Cap ETF by 3.9% during the 2nd quarter. LPL Financial LLC now owns 3,525,074 shares of the company’s stock worth $768,607,000 after acquiring an additional 131,521 shares during the period. Mercer Global Advisors Inc. ADV increased its holdings in Vanguard Small-Cap ETF by 8.8% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 2,186,540 shares of the company’s stock worth $473,335,000 after acquiring an additional 176,660 shares during the last quarter. Creative Planning increased its holdings in Vanguard Small-Cap ETF by 0.6% in the 3rd quarter. Creative Planning now owns 1,880,342 shares of the company’s stock worth $446,036,000 after acquiring an additional 10,410 shares during the last quarter. Finally, Captrust Financial Advisors lifted its holdings in Vanguard Small-Cap ETF by 24.7% during the first quarter. Captrust Financial Advisors now owns 1,627,553 shares of the company’s stock valued at $372,042,000 after purchasing an additional 322,291 shares during the last quarter.

Vanguard Small-Cap ETF Trading Up 1.7 %

Vanguard Small-Cap ETF stock opened at $240.84 on Wednesday. The firm has a 50 day simple moving average of $234.71 and a 200 day simple moving average of $226.50. Vanguard Small-Cap ETF has a 1-year low of $180.92 and a 1-year high of $242.93. The firm has a market capitalization of $59.65 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

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.