Montag A & Associates Inc. Has $30.80 Million Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Montag A & Associates Inc. lifted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 28.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 128,179 shares of the company’s stock after acquiring an additional 28,273 shares during the quarter. Vanguard Small-Cap ETF accounts for about 1.5% of Montag A & Associates Inc.’s holdings, making the stock its 9th largest position. Montag A & Associates Inc. owned about 0.05% of Vanguard Small-Cap ETF worth $30,799,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Astoria Portfolio Advisors LLC. bought a new position in shares of Vanguard Small-Cap ETF during the 4th quarter valued at approximately $496,000. Aveo Capital Partners LLC lifted its stake in Vanguard Small-Cap ETF by 5.8% in the fourth quarter. Aveo Capital Partners LLC now owns 24,990 shares of the company’s stock valued at $6,005,000 after purchasing an additional 1,361 shares during the last quarter. Baron Financial Group LLC grew its holdings in Vanguard Small-Cap ETF by 7.3% during the fourth quarter. Baron Financial Group LLC now owns 6,506 shares of the company’s stock valued at $1,563,000 after purchasing an additional 440 shares during the period. Serenus Wealth Advisors LLC purchased a new stake in Vanguard Small-Cap ETF in the fourth quarter worth $264,000. Finally, Waller Financial Planning Group Inc. raised its stake in shares of Vanguard Small-Cap ETF by 5.9% in the fourth quarter. Waller Financial Planning Group Inc. now owns 36,463 shares of the company’s stock valued at $8,761,000 after buying an additional 2,022 shares during the period.

Vanguard Small-Cap ETF Stock Performance

VB stock opened at $247.95 on Friday. The stock has a fifty day moving average of $246.87 and a 200-day moving average of $240.78. Vanguard Small-Cap ETF has a fifty-two week low of $209.81 and a fifty-two week high of $263.35. The company has a market capitalization of $61.41 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

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.