Morton Brown Family Wealth LLC Has $2 Million Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Morton Brown Family Wealth LLC lowered its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,324 shares of the company’s stock after selling 109 shares during the quarter. Vanguard Small-Cap ETF comprises 0.7% of Morton Brown Family Wealth LLC’s holdings, making the stock its 20th biggest position. Morton Brown Family Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $2,000,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Capital Investment Advisors LLC grew its holdings in shares of Vanguard Small-Cap ETF by 4.6% during the 3rd quarter. Capital Investment Advisors LLC now owns 4,923 shares of the company’s stock worth $1,168,000 after purchasing an additional 218 shares in the last quarter. Narus Financial Partners LLC raised its holdings in shares of Vanguard Small-Cap ETF by 7.9% during the 3rd quarter. Narus Financial Partners LLC now owns 15,153 shares of the company’s stock worth $3,594,000 after buying an additional 1,104 shares in the last quarter. Prio Wealth Limited Partnership boosted its stake in Vanguard Small-Cap ETF by 0.9% in the third quarter. Prio Wealth Limited Partnership now owns 141,748 shares of the company’s stock valued at $33,624,000 after buying an additional 1,255 shares in the last quarter. Bluesphere Advisors LLC raised its stake in Vanguard Small-Cap ETF by 10.4% during the third quarter. Bluesphere Advisors LLC now owns 1,177 shares of the company’s stock worth $279,000 after acquiring an additional 111 shares in the last quarter. Finally, Evernest Financial Advisors LLC raised its stake in Vanguard Small-Cap ETF by 19.3% during the third quarter. Evernest Financial Advisors LLC now owns 3,008 shares of the company’s stock worth $714,000 after acquiring an additional 486 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 0.1 %

Shares of Vanguard Small-Cap ETF stock opened at $247.95 on Tuesday. The firm’s 50 day moving average is $246.87 and its 200 day moving average is $240.90. The firm has a market capitalization of $61.41 billion, a PE ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a 1 year low of $209.81 and a 1 year high of $263.35.

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.