Stone Loft Wealth Management LLC Makes New Investment in Vanguard Small-Cap ETF $VB

Stone Loft Wealth Management LLC bought a new position in Vanguard Small-Cap ETF (NYSEARCA:VB) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 5,707 shares of the company’s stock, valued at approximately $1,495,000. Vanguard Small-Cap ETF makes up approximately 1.1% of Stone Loft Wealth Management LLC’s portfolio, making the stock its 15th largest holding.

A number of other institutional investors and hedge funds also recently made changes to their positions in VB. Costello Asset Management INC purchased a new stake in Vanguard Small-Cap ETF in the fourth quarter worth $25,000. Lloyd Advisory Services LLC. purchased a new position in Vanguard Small-Cap ETF during the fourth quarter valued at $25,000. Aventura Private Wealth LLC purchased a new position in Vanguard Small-Cap ETF during the fourth quarter valued at $28,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of Vanguard Small-Cap ETF during the 4th quarter valued at $28,000. Finally, Laurel Wealth Advisors LLC bought a new stake in shares of Vanguard Small-Cap ETF during the 4th quarter valued at $35,000.

Vanguard Small-Cap ETF Price Performance

NYSEARCA:VB opened at $294.22 on Tuesday. The firm’s 50-day moving average price is $293.89 and its 200-day moving average price is $280.27. The company has a market capitalization of $79.20 billion, a PE ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a 1-year low of $234.49 and a 1-year high of $304.70.

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.