Lake Street Private Wealth LLC Increases Holdings in Vanguard Small-Cap ETF $VB

Lake Street Private Wealth LLC increased its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 290.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,821 shares of the company’s stock after buying an additional 5,075 shares during the quarter. Lake Street Private Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $1,760,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Simon Quick Advisors LLC boosted its position in Vanguard Small-Cap ETF by 4.4% during the third quarter. Simon Quick Advisors LLC now owns 75,474 shares of the company’s stock valued at $19,191,000 after buying an additional 3,199 shares during the period. Compass Wealth Management LLC purchased a new position in shares of Vanguard Small-Cap ETF in the third quarter worth about $11,564,000. Compound Planning Inc. increased its holdings in shares of Vanguard Small-Cap ETF by 10.0% in the third quarter. Compound Planning Inc. now owns 151,295 shares of the company’s stock worth $38,471,000 after buying an additional 13,703 shares during the period. Cullen Frost Bankers Inc. lifted its stake in shares of Vanguard Small-Cap ETF by 2.0% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 556,931 shares of the company’s stock valued at $141,616,000 after acquiring an additional 10,827 shares during the last quarter. Finally, MPS Loria Financial Planners LLC boosted its holdings in Vanguard Small-Cap ETF by 2.1% during the 3rd quarter. MPS Loria Financial Planners LLC now owns 149,475 shares of the company’s stock valued at $38,022,000 after acquiring an additional 3,136 shares during the period.

Vanguard Small-Cap ETF Price Performance

VB opened at $257.24 on Friday. The stock’s 50 day simple moving average is $272.59 and its 200 day simple moving average is $262.34. Vanguard Small-Cap ETF has a 1 year low of $190.27 and a 1 year high of $281.90. The firm has a market cap of $68.85 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10.

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.