Holos Integrated Wealth LLC Lowers Holdings in Vanguard Small-Cap ETF $VB

Holos Integrated Wealth LLC decreased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 12.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,416 shares of the company’s stock after selling 1,306 shares during the quarter. Vanguard Small-Cap ETF makes up 1.4% of Holos Integrated Wealth LLC’s holdings, making the stock its 18th largest holding. Holos Integrated Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $2,261,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Bar Harbor Wealth Management lifted its stake in Vanguard Small-Cap ETF by 2.3% in the second quarter. Bar Harbor Wealth Management now owns 1,905 shares of the company’s stock worth $451,000 after acquiring an additional 42 shares during the period. USAdvisors Wealth Management LLC raised its holdings in shares of Vanguard Small-Cap ETF by 0.7% in the 2nd quarter. USAdvisors Wealth Management LLC now owns 6,153 shares of the company’s stock valued at $1,459,000 after purchasing an additional 43 shares in the last quarter. Schrum Private Wealth Management LLC lifted its position in shares of Vanguard Small-Cap ETF by 0.7% in the 2nd quarter. Schrum Private Wealth Management LLC now owns 5,938 shares of the company’s stock worth $1,407,000 after purchasing an additional 43 shares during the period. Means Investment CO. Inc. boosted its stake in shares of Vanguard Small-Cap ETF by 3.0% during the second quarter. Means Investment CO. Inc. now owns 1,493 shares of the company’s stock valued at $354,000 after purchasing an additional 43 shares in the last quarter. Finally, Verus Capital Partners LLC increased its holdings in Vanguard Small-Cap ETF by 0.6% during the second quarter. Verus Capital Partners LLC now owns 7,644 shares of the company’s stock valued at $1,811,000 after buying an additional 43 shares during the period.

Vanguard Small-Cap ETF Stock Down 0.7%

Vanguard Small-Cap ETF stock opened at $256.89 on Tuesday. The business has a fifty day moving average of $254.01 and a two-hundred day moving average of $246.15. The firm has a market cap of $68.98 billion, a P/E ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a twelve month low of $190.27 and a twelve month high of $261.24.

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.