Holistic Planning LLC Reduces Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Holistic Planning LLC lowered its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 12.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,747 shares of the company’s stock after selling 683 shares during the period. Holistic Planning LLC’s holdings in Vanguard Small-Cap ETF were worth $1,141,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in VB. Ironwood Wealth Management LLC. boosted its position in shares of Vanguard Small-Cap ETF by 1.4% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 6,584 shares of the company’s stock worth $1,436,000 after purchasing an additional 94 shares in the last quarter. Renaissance Technologies LLC bought a new stake in Vanguard Small-Cap ETF in the second quarter worth $1,177,000. Squarepoint Ops LLC purchased a new stake in shares of Vanguard Small-Cap ETF in the second quarter worth $1,119,000. AQR Capital Management LLC increased its holdings in shares of Vanguard Small-Cap ETF by 3.4% during the second quarter. AQR Capital Management LLC now owns 20,399 shares of the company’s stock valued at $4,448,000 after acquiring an additional 674 shares in the last quarter. Finally, Harbor Investment Advisory LLC raised its position in shares of Vanguard Small-Cap ETF by 3.5% in the 3rd quarter. Harbor Investment Advisory LLC now owns 4,379 shares of the company’s stock worth $1,039,000 after purchasing an additional 149 shares during the last quarter.

Vanguard Small-Cap ETF Stock Down 1.0 %

Shares of VB opened at $249.64 on Monday. Vanguard Small-Cap ETF has a twelve month low of $205.93 and a twelve month high of $263.35. The company has a market capitalization of $61.83 billion, a P/E ratio of 14.11 and a beta of 1.17. The firm has a 50 day moving average of $249.23 and a 200 day moving average of $239.62.

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.