NavPoint Financial Inc. Makes New Investment in Vanguard Small-Cap ETF (NYSEARCA:VB)

NavPoint Financial Inc. acquired a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 30,334 shares of the company’s stock, valued at approximately $6,471,000. Vanguard Small-Cap ETF makes up approximately 5.9% of NavPoint Financial Inc.’s investment portfolio, making the stock its 5th largest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VB. Brown Advisory Inc. grew its holdings in shares of Vanguard Small-Cap ETF by 9.4% in the third quarter. Brown Advisory Inc. now owns 110,915 shares of the company’s stock valued at $20,971,000 after acquiring an additional 9,575 shares in the last quarter. Segment Wealth Management LLC grew its holdings in shares of Vanguard Small-Cap ETF by 9.3% in the third quarter. Segment Wealth Management LLC now owns 3,431 shares of the company’s stock valued at $649,000 after acquiring an additional 292 shares in the last quarter. Ironwood Wealth Management LLC. grew its holdings in shares of Vanguard Small-Cap ETF by 22.3% in the third quarter. Ironwood Wealth Management LLC. now owns 4,629 shares of the company’s stock valued at $875,000 after acquiring an additional 844 shares in the last quarter. Means Investment CO. Inc. grew its holdings in Vanguard Small-Cap ETF by 8.4% during the third quarter. Means Investment CO. Inc. now owns 1,957 shares of the company’s stock valued at $370,000 after purchasing an additional 151 shares during the period. Finally, Northstar Asset Management LLC grew its holdings in Vanguard Small-Cap ETF by 0.4% during the third quarter. Northstar Asset Management LLC now owns 41,299 shares of the company’s stock valued at $7,808,000 after purchasing an additional 160 shares during the period.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA:VB traded up $1.95 during trading on Friday, hitting $218.74. 610,830 shares of the company were exchanged, compared to its average volume of 801,134. The company has a market cap of $54.18 billion, a PE ratio of 14.11 and a beta of 1.17. The stock has a 50 day moving average of $220.11 and a 200 day moving average of $207.64. Vanguard Small-Cap ETF has a 52-week low of $174.84 and a 52-week high of $229.54.

Vanguard Small-Cap ETF Company 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.