Heartwood Wealth Advisors LLC Buys 3,851 Shares of Vanguard Small-Cap ETF $VB

Heartwood Wealth Advisors LLC lifted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 352,930 shares of the company’s stock after purchasing an additional 3,851 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 8.4% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest position. Heartwood Wealth Advisors LLC owned about 0.13% of Vanguard Small-Cap ETF worth $91,038,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of VB. Cordant Inc. raised its position in Vanguard Small-Cap ETF by 6.8% during the 4th quarter. Cordant Inc. now owns 14,975 shares of the company’s stock worth $3,863,000 after buying an additional 960 shares during the last quarter. Richard P Slaughter Associates Inc acquired a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter worth $200,000. Foster Group Inc. boosted its holdings in shares of Vanguard Small-Cap ETF by 15.8% in the fourth quarter. Foster Group Inc. now owns 1,053 shares of the company’s stock valued at $272,000 after acquiring an additional 144 shares in the last quarter. Evanson Asset Management LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 9.8% in the fourth quarter. Evanson Asset Management LLC now owns 16,165 shares of the company’s stock valued at $4,170,000 after acquiring an additional 1,444 shares in the last quarter. Finally, Bath Savings Trust Co increased its stake in shares of Vanguard Small-Cap ETF by 5.1% during the fourth quarter. Bath Savings Trust Co now owns 3,834 shares of the company’s stock worth $989,000 after acquiring an additional 186 shares during the period.

Vanguard Small-Cap ETF Stock Up 1.0%

NYSEARCA VB opened at $266.09 on Thursday. The stock has a market capitalization of $71.22 billion, a P/E ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a 52-week low of $190.27 and a 52-week high of $281.90. The firm has a 50-day moving average price of $272.07 and a 200 day moving average price of $262.57.

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.