Upper Left Wealth Management LLC Has $1.31 Million Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Upper Left Wealth Management LLC decreased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 8.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,907 shares of the company’s stock after selling 529 shares during the quarter. Upper Left Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $1,310,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of VB. Life Planning Partners Inc raised its holdings in Vanguard Small-Cap ETF by 23,750.1% in the 4th quarter. Life Planning Partners Inc now owns 2,614,209 shares of the company’s stock valued at $628,142,000 after acquiring an additional 2,603,248 shares in the last quarter. Raymond James Financial Inc. acquired a new position in Vanguard Small-Cap ETF in the 4th quarter valued at $529,562,000. Brooklyn FI LLC raised its holdings in Vanguard Small-Cap ETF by 6,309.1% in the 4th quarter. Brooklyn FI LLC now owns 1,522,919 shares of the company’s stock valued at $374,651,000 after acquiring an additional 1,499,157 shares in the last quarter. Royal Bank of Canada raised its stake in Vanguard Small-Cap ETF by 83.6% in the fourth quarter. Royal Bank of Canada now owns 2,954,198 shares of the company’s stock valued at $709,834,000 after purchasing an additional 1,345,357 shares in the last quarter. Finally, Proficio Capital Partners LLC raised its stake in Vanguard Small-Cap ETF by 24,531.6% in the fourth quarter. Proficio Capital Partners LLC now owns 1,349,073 shares of the company’s stock valued at $324,155,000 after purchasing an additional 1,343,596 shares in the last quarter.

Vanguard Small-Cap ETF Trading Up 1.1%

Shares of NYSEARCA:VB opened at $232.89 on Friday. The firm has a 50 day moving average of $218.84 and a 200-day moving average of $234.60. The stock has a market capitalization of $231.02 billion, a PE ratio of 18.82 and a beta of 1.08. Vanguard Small-Cap ETF has a 12 month low of $190.27 and a 12 month 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.