Capital & Planning LLC Reduces Stake in Vanguard Small-Cap ETF $VB

Capital & Planning LLC trimmed its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 7.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 38,814 shares of the company’s stock after selling 2,924 shares during the quarter. Vanguard Small-Cap ETF accounts for about 6.1% of Capital & Planning LLC’s portfolio, making the stock its 8th biggest holding. Capital & Planning LLC’s holdings in Vanguard Small-Cap ETF were worth $11,765,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in VB. Auto Owners Insurance Co raised its holdings in shares of Vanguard Small-Cap ETF by 29,071.8% in the 4th quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock worth $18,739,021,000 after purchasing an additional 72,396,915 shares in the last quarter. Corient Private Wealth LLC boosted 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 worth $2,922,918,000 after buying an additional 10,882,179 shares in the last quarter. Morgan Stanley grew its position in 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 last quarter. Align Financial LLC acquired a new position in Vanguard Small-Cap ETF in the fourth quarter worth approximately $717,282,000. Finally, Northwestern Mutual Wealth Management Co. grew its position in Vanguard Small-Cap ETF by 2.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,747,982 shares of the company’s stock worth $708,842,000 after buying an additional 70,024 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

NYSEARCA VB opened at $300.01 on Tuesday. Vanguard Small-Cap ETF has a 1 year low of $241.17 and a 1 year high of $309.51. The business’s fifty day moving average is $300.46 and its two-hundred day moving average is $287.44. The stock has a market capitalization of $80.76 billion, a P/E ratio of 18.27 and a beta of 1.04.

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.