RTD Financial Advisors Inc. Decreases Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

RTD Financial Advisors Inc. trimmed its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 2.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,669 shares of the company’s stock after selling 278 shares during the period. RTD Financial Advisors Inc.’s holdings in Vanguard Small-Cap Growth ETF were worth $2,782,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. RFG Advisory LLC boosted its position in Vanguard Small-Cap Growth ETF by 22.9% in the 4th quarter. RFG Advisory LLC now owns 21,028 shares of the company’s stock valued at $5,084,000 after buying an additional 3,919 shares during the last quarter. Private Wealth Management Group LLC acquired a new stake in shares of Vanguard Small-Cap Growth ETF in the fourth quarter valued at approximately $26,000. Perigon Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Growth ETF by 5.6% in the fourth quarter. Perigon Wealth Management LLC now owns 15,021 shares of the company’s stock valued at $3,632,000 after purchasing an additional 800 shares during the period. Congress Asset Management Co. MA increased its stake in shares of Vanguard Small-Cap Growth ETF by 123.4% in the fourth quarter. Congress Asset Management Co. MA now owns 36,981 shares of the company’s stock valued at $8,941,000 after purchasing an additional 20,430 shares during the period. Finally, HBK Sorce Advisory LLC acquired a new stake in shares of Vanguard Small-Cap Growth ETF in the fourth quarter valued at approximately $205,000.

Vanguard Small-Cap Growth ETF Stock Performance

Shares of NYSEARCA:VBK traded up $1.03 during trading hours on Thursday, hitting $249.71. The stock had a trading volume of 115,334 shares, compared to its average volume of 295,005. The stock’s fifty day simple moving average is $249.87 and its 200 day simple moving average is $247.22. Vanguard Small-Cap Growth ETF has a 1-year low of $195.63 and a 1-year high of $262.09. The firm has a market capitalization of $16.83 billion, a price-to-earnings ratio of 23.60 and a beta of 1.31.

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.