Pearl Planning LLC Purchases New Position in Vanguard Small-Cap ETF $VB

Pearl Planning LLC purchased a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,446 shares of the company’s stock, valued at approximately $889,000. Vanguard Small-Cap ETF makes up about 0.5% of Pearl Planning LLC’s portfolio, making the stock its 24th largest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Merrithew & Thorsten Inc bought a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter valued at approximately $1,081,000. Strategic Wealth Advisors LLC bought a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter valued at approximately $1,582,000. GRIMES & Co WEALTH MANAGEMENT LLC increased its position in shares of Vanguard Small-Cap ETF by 2.9% during the fourth quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 1,109,587 shares of the company’s stock valued at $286,218,000 after acquiring an additional 31,278 shares in the last quarter. Koshinski Asset Management Inc. increased its position in shares of Vanguard Small-Cap ETF by 6.1% during the fourth quarter. Koshinski Asset Management Inc. now owns 87,749 shares of the company’s stock valued at $22,635,000 after acquiring an additional 5,082 shares in the last quarter. Finally, MGO One Seven LLC increased its position in shares of Vanguard Small-Cap ETF by 5.8% during the fourth quarter. MGO One Seven LLC now owns 17,078 shares of the company’s stock valued at $4,405,000 after acquiring an additional 941 shares in the last quarter.

Vanguard Small-Cap ETF Stock Up 0.6%

Shares of VB opened at $288.17 on Friday. The company has a market capitalization of $77.88 billion, a P/E ratio of 18.27 and a beta of 1.05. The firm has a 50 day moving average of $272.22 and a 200 day moving average of $266.69. Vanguard Small-Cap ETF has a twelve month low of $221.85 and a twelve month high of $291.99.

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.