Bartlett & CO. Wealth Management LLC Lowers Stock Holdings in Vanguard Small-Cap Growth ETF $VBK

Bartlett & CO. Wealth Management LLC lowered its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 5.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 32,109 shares of the company’s stock after selling 1,810 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $9,705,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Corient Private Wealth LLC lifted its position in shares of Vanguard Small-Cap Growth ETF by 100.8% in the second quarter. Corient Private Wealth LLC now owns 1,924,932 shares of the company’s stock valued at $533,099,000 after acquiring an additional 966,444 shares in the last quarter. EP Wealth Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Growth ETF during the fourth quarter worth about $234,537,000. Gen Wealth Partners Inc grew its position in shares of Vanguard Small-Cap Growth ETF by 11,209.1% during the fourth quarter. Gen Wealth Partners Inc now owns 392,425 shares of the company’s stock worth $118,556,000 after purchasing an additional 388,955 shares in the last quarter. Align Financial LLC bought a new stake in Vanguard Small-Cap Growth ETF during the 4th quarter valued at approximately $87,255,000. Finally, Bank of America Corp DE raised its stake in Vanguard Small-Cap Growth ETF by 2.7% during the 4th quarter. Bank of America Corp DE now owns 10,257,972 shares of the company’s stock valued at $3,099,036,000 after purchasing an additional 268,570 shares during the period.

Vanguard Small-Cap Growth ETF Trading Down 0.5%

NYSEARCA VBK opened at $344.58 on Friday. The stock’s 50 day moving average is $350.94 and its 200 day moving average is $329.23. Vanguard Small-Cap Growth ETF has a 12 month low of $273.57 and a 12 month high of $366.86. The stock has a market cap of $23.38 billion, a PE ratio of 27.57 and a beta of 1.16.

Vanguard Small-Cap Growth ETF Profile

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.