Compound Planning Inc. Has $11.45 Million Stake in Vanguard Small-Cap Growth ETF $VBK

Compound Planning Inc. grew its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 11.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,888 shares of the company’s stock after purchasing an additional 3,814 shares during the quarter. Compound Planning Inc.’s holdings in Vanguard Small-Cap Growth ETF were worth $11,451,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of VBK. Sei Investments Co. raised its holdings in Vanguard Small-Cap Growth ETF by 1.6% in the 1st quarter. Sei Investments Co. now owns 984,721 shares of the company’s stock worth $297,629,000 after acquiring an additional 15,564 shares during the period. MWA Asset Management lifted its position in Vanguard Small-Cap Growth ETF by 4.8% during the 1st quarter. MWA Asset Management now owns 1,622 shares of the company’s stock worth $490,000 after acquiring an additional 75 shares during the last quarter. Lido Advisors LLC boosted its holdings in Vanguard Small-Cap Growth ETF by 20.4% during the first quarter. Lido Advisors LLC now owns 5,626 shares of the company’s stock valued at $1,701,000 after acquiring an additional 952 shares during the period. Wealthspire Retirement LLC boosted its holdings in Vanguard Small-Cap Growth ETF by 14.6% during the first quarter. Wealthspire Retirement LLC now owns 21,769 shares of the company’s stock valued at $6,580,000 after acquiring an additional 2,769 shares during the period. Finally, Phillip James Consulting Co. bought a new stake in Vanguard Small-Cap Growth ETF during the first quarter valued at about $2,200,000.

Vanguard Small-Cap Growth ETF Stock Performance

Shares of NYSEARCA:VBK opened at $344.52 on Friday. The stock’s 50-day moving average is $351.00 and its 200-day moving average is $330.55. The company has a market cap of $23.38 billion, a P/E ratio of 27.57 and a beta of 1.16. Vanguard Small-Cap Growth ETF has a 52-week low of $273.57 and a 52-week high of $366.86.

About Vanguard Small-Cap Growth ETF

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.