Coastline Complete Wealth LLC Makes New Investment in Vanguard Small-Cap ETF $VB

Coastline Complete Wealth LLC acquired a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 1,982 shares of the company’s stock, valued at approximately $511,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Corient Private Wealth LLC grew its holdings in Vanguard Small-Cap ETF by 2,422.8% during the fourth quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock valued at $2,922,918,000 after purchasing an additional 10,882,179 shares during the period. Morgan Stanley raised its stake in shares of Vanguard Small-Cap ETF by 1.1% in the fourth quarter. Morgan Stanley now owns 7,864,543 shares of the company’s stock worth $2,028,659,000 after buying an additional 84,999 shares during the period. UBS Group AG lifted its position in shares of Vanguard Small-Cap ETF by 1.7% during the 4th quarter. UBS Group AG now owns 3,916,098 shares of the company’s stock valued at $1,010,157,000 after buying an additional 65,686 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its position in shares of Vanguard Small-Cap ETF by 13.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 3,194,576 shares of the company’s stock valued at $812,317,000 after buying an additional 372,519 shares in the last quarter. Finally, Align Financial LLC bought a new position in shares of Vanguard Small-Cap ETF during the 4th quarter valued at approximately $717,282,000.

Vanguard Small-Cap ETF Trading Up 1.2%

Shares of NYSEARCA:VB opened at $296.51 on Friday. The stock has a 50 day moving average of $286.74 and a 200 day moving average of $274.50. The company has a market cap of $80.13 billion, a PE ratio of 18.27 and a beta of 1.05. Vanguard Small-Cap ETF has a 12-month low of $229.04 and a 12-month high of $301.41.

About Vanguard Small-Cap ETF

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.