Fusion Family Wealth LLC Has $110.86 Million Position in Vanguard Small-Cap ETF $VB

Fusion Family Wealth LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 3.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 429,752 shares of the company’s stock after acquiring an additional 15,934 shares during the quarter. Vanguard Small-Cap ETF makes up approximately 8.4% of Fusion Family Wealth LLC’s portfolio, making the stock its 4th largest position. Fusion Family Wealth LLC owned about 0.16% of Vanguard Small-Cap ETF worth $110,855,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in VB. Brighton Jones LLC grew its stake in shares of Vanguard Small-Cap ETF by 36.5% in the 4th quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock worth $2,878,000 after acquiring an additional 3,200 shares in the last quarter. Revolve Wealth Partners LLC grew its stake 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 acquiring an additional 920 shares in the last quarter. Aspire Growth Partners LLC grew its stake in shares of Vanguard Small-Cap ETF by 5.0% in the 2nd quarter. Aspire Growth Partners LLC now owns 2,342 shares of the company’s stock worth $555,000 after acquiring an additional 111 shares in the last quarter. Russell Investments Group Ltd. grew its stake in shares of Vanguard Small-Cap ETF by 8.5% in the 2nd quarter. Russell Investments Group Ltd. now owns 4,983 shares of the company’s stock worth $1,181,000 after acquiring an additional 389 shares in the last quarter. Finally, Quantbot Technologies LP bought a new stake in shares of Vanguard Small-Cap ETF in the 2nd quarter worth $252,000.

Vanguard Small-Cap ETF Price Performance

NYSEARCA VB opened at $288.17 on Monday. The company has a fifty day moving average price of $272.22 and a 200-day moving average price of $266.69. The firm has a market cap of $77.88 billion, a price-to-earnings ratio of 18.27 and a beta of 1.05. Vanguard Small-Cap ETF has a 1 year low of $221.85 and a 1 year high of $291.99.

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.