Vanguard Small-Cap ETF $VB is Invictus Private Wealth LLC’s 6th Largest Position

Invictus Private Wealth LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 5.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 348,766 shares of the company’s stock after purchasing an additional 18,227 shares during the period. Vanguard Small-Cap ETF accounts for approximately 5.7% of Invictus Private Wealth LLC’s holdings, making the stock its 6th largest position. Invictus Private Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $82,651,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of VB. Brighton Jones LLC raised its position in shares of Vanguard Small-Cap ETF by 36.5% during the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock valued at $2,878,000 after purchasing an additional 3,200 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Vanguard Small-Cap ETF by 11.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock worth $2,148,000 after buying an additional 920 shares during the last quarter. GAMMA Investing LLC increased its holdings in shares of Vanguard Small-Cap ETF by 646.5% in the 1st quarter. GAMMA Investing LLC now owns 3,068 shares of the company’s stock worth $680,000 after buying an additional 2,657 shares during the last quarter. Noble Wealth Management PBC increased its holdings in shares of Vanguard Small-Cap ETF by 36.5% in the 1st quarter. Noble Wealth Management PBC now owns 816 shares of the company’s stock worth $181,000 after buying an additional 218 shares during the last quarter. Finally, Zhang Financial LLC increased its holdings in shares of Vanguard Small-Cap ETF by 0.8% in the 1st quarter. Zhang Financial LLC now owns 6,991 shares of the company’s stock worth $1,550,000 after buying an additional 54 shares during the last quarter.

Vanguard Small-Cap ETF Stock Down 3.0%

Vanguard Small-Cap ETF stock opened at $248.10 on Friday. The company’s 50-day moving average price is $251.65 and its 200-day moving average price is $235.95. Vanguard Small-Cap ETF has a twelve month low of $190.27 and a twelve month high of $263.35. The company has a market cap of $66.62 billion, a PE ratio of 18.27 and a beta of 1.14.

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.