Sage Financial Group Inc. Has $12.18 Million Position in Vanguard Small-Cap ETF $VB

Sage Financial Group Inc. raised its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 117.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 51,377 shares of the company’s stock after purchasing an additional 27,721 shares during the period. Vanguard Small-Cap ETF makes up about 0.9% of Sage Financial Group Inc.’s investment portfolio, making the stock its 21st biggest holding. Sage Financial Group Inc.’s holdings in Vanguard Small-Cap ETF were worth $12,175,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. USAdvisors Wealth Management LLC grew its stake in Vanguard Small-Cap ETF by 0.7% in the second quarter. USAdvisors Wealth Management LLC now owns 6,153 shares of the company’s stock valued at $1,459,000 after acquiring an additional 43 shares during the period. Grandfield & Dodd LLC raised its position in shares of Vanguard Small-Cap ETF by 1.9% during the first quarter. Grandfield & Dodd LLC now owns 2,449 shares of the company’s stock worth $543,000 after purchasing an additional 45 shares during the period. AllSquare Wealth Management LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 1.8% during the 1st quarter. AllSquare Wealth Management LLC now owns 2,678 shares of the company’s stock valued at $594,000 after purchasing an additional 48 shares in the last quarter. Investment Planning Advisors Inc. grew its position in shares of Vanguard Small-Cap ETF by 4.0% in the 2nd quarter. Investment Planning Advisors Inc. now owns 1,250 shares of the company’s stock valued at $296,000 after purchasing an additional 48 shares during the period. Finally, McKinley Carter Wealth Services Inc. grew its position in shares of Vanguard Small-Cap ETF by 0.5% in the 1st quarter. McKinley Carter Wealth Services Inc. now owns 10,156 shares of the company’s stock valued at $2,252,000 after purchasing an additional 50 shares during the period.

Vanguard Small-Cap ETF Stock Performance

NYSEARCA VB opened at $257.86 on Monday. The stock has a market cap of $68.19 billion, a price-to-earnings ratio of 18.27 and a beta of 1.14. The business has a 50 day simple moving average of $250.42 and a 200 day simple moving average of $235.13. Vanguard Small-Cap ETF has a 52-week low of $190.27 and a 52-week high of $263.35.

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.