JPMorgan Chase & Co. Increases Holdings in Vanguard Small-Cap ETF

On December 31, 2024, it was reported that JPMorgan Chase & Co. has increased its investment in the Vanguard Small-Cap ETF (NYSEARCA:VB) by 5.1% during the third quarter. According to the company’s recent filing with the Securities and Exchange Commission, JPMorgan now owns a total of 849,068 shares after purchasing an additional 40,919 shares during that period. This investment represents 0.34% of the Vanguard Small-Cap ETF, which was valued at $201,407,000 as of the end of the most recent quarter.

Other institutional investors have also made adjustments to their holdings in the Vanguard Small-Cap ETF recently. For example, Ironwood Wealth Management LLC increased its position by 1.4% during the second quarter, now holding 6,584 shares worth approximately $1,436,000 after acquiring 94 additional shares. Principal Financial Group Inc. saw a significant increase of 82.0% in its shares during the same quarter, bringing their total to 7,134 shares valued at $1,555,000 after purchasing 3,214 additional shares. Hantz Financial Services Inc. also entered a new position valued at about $41,000, while Rothschild Investment LLC acquired $494,000 worth of shares. Similarly, IFG Advisory LLC secured a new position in the ETF, valued at around $503,000.

Current Performance of Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF is currently trading down by 0.9%. Shares opened at $240.09 on Tuesday, with a year-low price of $202.66 and a year-high price of $263.35. The ETF has a market capitalization of $59.46 billion and demonstrates a price-to-earnings ratio of 14.11. The 50-day moving average stands at $248.89, while the 200-day moving average is $235.22.

About the Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that aims to reflect the performance of the CRSP US Small Cap Index, which includes the smallest market-cap stocks in the U.S., typically encompassing the bottom 2-15% of the investable stock universe. Launched on January 26, 2004, this ETF is managed by Vanguard.

JPMorgan, ETF, Investment