ETFs

Cwm LLC Reduces Stake in Vanguard Small-Cap ETF

Published October 13, 2024

Cwm LLC has made adjustments to its investment in the Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the third quarter, as per its latest report to the Securities and Exchange Commission (SEC). The institution lowered its ownership by 1.3%, resulting in a total of 22,882 shares held after selling 298 shares during this period. The value of Cwm LLC's holdings in the Vanguard Small-Cap ETF stood at approximately $5,428,000, based on its recent SEC filing.

Other institutional investors have also been active in modifying their positions in the Vanguard Small-Cap ETF. For instance, Sunpointe LLC has entered into a new investment in the ETF during the fourth quarter, valued at around $301,000. Furthermore, Beacon Financial Group increased its stake by 10.0% in the same period, bringing its total to 7,405 shares worth $1,580,000 after purchasing an additional 675 shares.

Scarborough Advisors LLC and Northwest Bank & Trust Co also acquired new positions in the ETF, valued at about $117,000 and $159,000 respectively in the fourth quarter. Richardson Financial Services Inc. made an investment in the ETF as well, amounting to approximately $562,000.

Performance of Vanguard Small-Cap ETF

On Friday, the stock for Vanguard Small-Cap ETF opened at $239.01. Over the past year, it has seen a low of $174.84 and a high of $239.09. Presently, the ETF boasts a market capitalization of $59.20 billion and features a P/E ratio of 14.11, with a beta of 1.17. The 50-day moving average for the ETF is $229.70, while the 200-day moving average is $224.28.

About Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that aims to replicate the performance of the CRSP US Small Cap Index, which represents the lower 2-15% of the investable universe. This ETF was established on January 26, 2004, under the management of Vanguard.

Additional Information

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Looking for more insights into who is investing in VB? You can explore the latest 13F filings and insider trades for Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) to gain a better understanding of institutional ownership.

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Cwm, ETF, Vanguard