Stephenson & Company Inc. Makes New $201,000 Investment in Vanguard Small-Cap ETF (NYSEARCA:VB)

Stephenson & Company Inc. acquired a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 838 shares of the company’s stock, valued at approximately $201,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Fiduciary Alliance LLC lifted its position in Vanguard Small-Cap ETF by 3.9% during the third quarter. Fiduciary Alliance LLC now owns 3,611 shares of the company’s stock worth $856,000 after purchasing an additional 135 shares during the period. Redhawk Wealth Advisors Inc. acquired a new position in shares of Vanguard Small-Cap ETF in the 3rd quarter valued at approximately $205,000. Astoria Portfolio Advisors LLC. bought a new stake in shares of Vanguard Small-Cap ETF during the 4th quarter worth approximately $496,000. Baron Financial Group LLC boosted its position in shares of Vanguard Small-Cap ETF by 7.3% during the 4th quarter. Baron Financial Group LLC now owns 6,506 shares of the company’s stock worth $1,563,000 after acquiring an additional 440 shares in the last quarter. Finally, Park Avenue Securities LLC boosted its position in shares of Vanguard Small-Cap ETF by 10.7% during the 3rd quarter. Park Avenue Securities LLC now owns 207,917 shares of the company’s stock worth $49,316,000 after acquiring an additional 20,085 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of VB opened at $249.64 on Friday. The firm has a 50 day simple moving average of $249.39 and a two-hundred day simple moving average of $239.38. The company has a market cap of $61.83 billion, a P/E ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a one year low of $205.93 and a one year high of $263.35.

Vanguard Small-Cap ETF 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.