Kingswood Wealth Advisors LLC Has $5.67 Million Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Kingswood Wealth Advisors LLC cut its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 12.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 25,565 shares of the company’s stock after selling 3,639 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $5,671,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Jones Financial Companies Lllp increased its position in Vanguard Small-Cap ETF by 1.7% in the fourth quarter. Jones Financial Companies Lllp now owns 7,332,914 shares of the company’s stock worth $1,761,953,000 after purchasing an additional 119,060 shares during the period. Wells Fargo & Company MN increased its position in Vanguard Small-Cap ETF by 10.6% in the fourth quarter. Wells Fargo & Company MN now owns 5,672,249 shares of the company’s stock worth $1,362,928,000 after purchasing an additional 542,548 shares during the period. Envestnet Asset Management Inc. increased its position in Vanguard Small-Cap ETF by 1.0% in the fourth quarter. Envestnet Asset Management Inc. now owns 5,260,755 shares of the company’s stock worth $1,264,054,000 after purchasing an additional 52,024 shares during the period. LPL Financial LLC increased its position in Vanguard Small-Cap ETF by 4.9% in the fourth quarter. LPL Financial LLC now owns 3,789,323 shares of the company’s stock worth $910,498,000 after purchasing an additional 176,938 shares during the period. Finally, Royal Bank of Canada increased its position 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 worth $709,834,000 after purchasing an additional 1,345,357 shares during the period.

Vanguard Small-Cap ETF Stock Down 0.9%

Shares of VB stock opened at $230.16 on Wednesday. The stock has a 50-day moving average price of $222.67 and a 200 day moving average price of $233.32. The firm has a market cap of $228.31 billion, a price-to-earnings 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 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.