Perigon Wealth Management LLC Has $10.75 Million Stock Position in Vanguard Small-Cap ETF $VB

Perigon Wealth Management LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,687 shares of the company’s stock after selling 2,072 shares during the period. Perigon Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $10,753,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. CIBC Bancorp USA Inc. acquired a new position in shares of Vanguard Small-Cap ETF in the 3rd quarter worth approximately $324,131,000. Focus Partners Wealth boosted its stake in shares of Vanguard Small-Cap ETF by 534.1% in the 3rd quarter. Focus Partners Wealth now owns 1,125,295 shares of the company’s stock valued at $286,159,000 after purchasing an additional 947,832 shares during the last quarter. Corient Private Wealth LLC increased its position in shares of Vanguard Small-Cap ETF by 120.8% during the second quarter. Corient Private Wealth LLC now owns 1,016,812 shares of the company’s stock worth $241,687,000 after buying an additional 556,203 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC increased its position in shares of Vanguard Small-Cap ETF by 84.8% during the third quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 1,078,309 shares of the company’s stock worth $274,193,000 after buying an additional 494,886 shares during the period. Finally, Mercer Global Advisors Inc. ADV raised its stake in Vanguard Small-Cap ETF by 13.2% during the third quarter. Mercer Global Advisors Inc. ADV now owns 3,194,576 shares of the company’s stock worth $812,317,000 after buying an additional 372,519 shares during the last quarter.

Vanguard Small-Cap ETF Stock Up 0.5%

VB stock opened at $264.66 on Friday. The firm has a market cap of $70.84 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month high of $281.90. The company’s fifty day simple moving average is $270.25 and its 200 day simple moving average is $262.72.

About Vanguard Small-Cap ETF

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.