Vestwell Advisors LLC Makes New $1.69 Million Investment in Vanguard Small-Cap Growth ETF $VBK

Vestwell Advisors LLC purchased a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 6,086 shares of the company’s stock, valued at approximately $1,686,000. Vanguard Small-Cap Growth ETF accounts for 0.7% of Vestwell Advisors LLC’s investment portfolio, making the stock its 13th largest position.

A number of other institutional investors have also recently bought and sold shares of VBK. RS Crum Inc. increased its holdings in shares of Vanguard Small-Cap Growth ETF by 5.0% during the 2nd quarter. RS Crum Inc. now owns 51,439 shares of the company’s stock valued at $14,246,000 after acquiring an additional 2,435 shares during the last quarter. Caldwell Trust Co bought a new position in Vanguard Small-Cap Growth ETF during the second quarter valued at about $440,000. Valeo Financial Advisors LLC boosted its stake in Vanguard Small-Cap Growth ETF by 109.6% during the second quarter. Valeo Financial Advisors LLC now owns 12,933 shares of the company’s stock worth $3,582,000 after buying an additional 6,763 shares in the last quarter. Osaic Holdings Inc. increased its stake in Vanguard Small-Cap Growth ETF by 63.9% in the second quarter. Osaic Holdings Inc. now owns 314,935 shares of the company’s stock valued at $84,717,000 after acquiring an additional 122,801 shares during the period. Finally, American Trust bought a new position in shares of Vanguard Small-Cap Growth ETF during the 2nd quarter worth approximately $955,000.

Vanguard Small-Cap Growth ETF Trading Down 2.0%

Shares of Vanguard Small-Cap Growth ETF stock opened at $306.67 on Monday. Vanguard Small-Cap Growth ETF has a 1-year low of $214.77 and a 1-year high of $312.83. The stock has a market capitalization of $20.93 billion, a price-to-earnings ratio of 27.57 and a beta of 1.17. The firm’s 50-day moving average price is $300.81 and its two-hundred day moving average price is $290.27.

Vanguard Small-Cap Growth ETF Profile

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies.