WMG Financial Advisors LLC Has $217,000 Stock Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

WMG Financial Advisors LLC cut its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 6.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 776 shares of the company’s stock after selling 53 shares during the quarter. WMG Financial Advisors LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $217,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in VBK. Cohen Klingenstein LLC lifted its stake in Vanguard Small-Cap Growth ETF by 86.1% in the fourth quarter. Cohen Klingenstein LLC now owns 675,080 shares of the company’s stock valued at $189,063,000 after acquiring an additional 312,395 shares during the last quarter. Strategic Financial Concepts LLC lifted its stake in Vanguard Small-Cap Growth ETF by 15,767.7% in the fourth quarter. Strategic Financial Concepts LLC now owns 270,544 shares of the company’s stock valued at $75,769,000 after acquiring an additional 268,839 shares during the last quarter. Life Planning Partners Inc acquired a new stake in Vanguard Small-Cap Growth ETF in the fourth quarter valued at approximately $32,001,000. EP Wealth Advisors LLC lifted its stake in Vanguard Small-Cap Growth ETF by 37.5% in the third quarter. EP Wealth Advisors LLC now owns 407,114 shares of the company’s stock valued at $108,850,000 after acquiring an additional 110,959 shares during the last quarter. Finally, Ocean Park Asset Management LLC acquired a new stake in Vanguard Small-Cap Growth ETF in the fourth quarter valued at approximately $30,723,000.

Vanguard Small-Cap Growth ETF Stock Down 2.8 %

NYSEARCA VBK opened at $265.79 on Tuesday. Vanguard Small-Cap Growth ETF has a 12-month low of $233.00 and a 12-month high of $304.59. The stock has a market capitalization of $72.37 billion, a PE ratio of 25.51 and a beta of 1.17. The company has a 50 day moving average price of $286.34 and a two-hundred day moving average price of $278.82.

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.