Align Financial LLC Makes New Investment in Vanguard Small-Cap ETF $VB

Align Financial LLC bought a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,780,701 shares of the company’s stock, valued at approximately $717,282,000. Vanguard Small-Cap ETF comprises 3.2% of Align Financial LLC’s portfolio, making the stock its 9th largest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Field & Main Bank grew its holdings in Vanguard Small-Cap ETF by 6.9% in the fourth quarter. Field & Main Bank now owns 36,334 shares of the company’s stock valued at $9,372,000 after purchasing an additional 2,333 shares during the period. BIP Wealth LLC grew its holdings in Vanguard Small-Cap ETF by 7.4% in the fourth quarter. BIP Wealth LLC now owns 29,729 shares of the company’s stock valued at $7,669,000 after purchasing an additional 2,051 shares during the period. Dunhill Financial LLC grew its holdings in Vanguard Small-Cap ETF by 12.9% in the fourth quarter. Dunhill Financial LLC now owns 57,382 shares of the company’s stock valued at $14,661,000 after purchasing an additional 6,569 shares during the period. Envestnet Portfolio Solutions Inc. grew its holdings in Vanguard Small-Cap ETF by 6.7% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock valued at $20,555,000 after purchasing an additional 4,995 shares during the period. Finally, Captrust Financial Advisors grew its holdings in Vanguard Small-Cap ETF by 5.2% in the third quarter. Captrust Financial Advisors now owns 2,513,129 shares of the company’s stock valued at $639,038,000 after purchasing an additional 124,673 shares during the period.

Vanguard Small-Cap ETF Stock Performance

Vanguard Small-Cap ETF stock opened at $293.07 on Thursday. Vanguard Small-Cap ETF has a 1 year low of $229.04 and a 1 year high of $301.41. The firm has a 50 day moving average price of $286.12 and a 200 day moving average price of $274.24. The company has a market cap of $79.20 billion, a price-to-earnings ratio of 18.27 and a beta of 1.05.

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.