Morton Brown Family Wealth LLC Has $2 Million Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Morton Brown Family Wealth LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,324 shares of the company’s stock after selling 109 shares during the period. Vanguard Small-Cap ETF accounts for about 0.7% of Morton Brown Family Wealth LLC’s investment portfolio, making the stock its 20th biggest position. Morton Brown Family Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $2,000,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Astoria Portfolio Advisors LLC. acquired a new position in Vanguard Small-Cap ETF in the fourth quarter valued at approximately $496,000. Aveo Capital Partners LLC boosted its position in shares of Vanguard Small-Cap ETF by 5.8% in the 4th quarter. Aveo Capital Partners LLC now owns 24,990 shares of the company’s stock worth $6,005,000 after purchasing an additional 1,361 shares during the last quarter. Baron Financial Group LLC grew its stake in shares of Vanguard Small-Cap ETF by 7.3% during the fourth quarter. Baron Financial Group LLC now owns 6,506 shares of the company’s stock worth $1,563,000 after purchasing an additional 440 shares during the period. Serenus Wealth Advisors LLC acquired a new position in shares of Vanguard Small-Cap ETF during the 4th quarter worth about $264,000. Finally, Waller Financial Planning Group Inc. raised its stake in Vanguard Small-Cap ETF by 5.9% during the 4th quarter. Waller Financial Planning Group Inc. now owns 36,463 shares of the company’s stock worth $8,761,000 after buying an additional 2,022 shares during the period.

Vanguard Small-Cap ETF Trading Down 0.1 %

NYSEARCA:VB opened at $247.95 on Tuesday. The stock has a 50-day moving average price of $246.87 and a two-hundred day moving average price of $240.90. Vanguard Small-Cap ETF has a 1 year low of $209.81 and a 1 year high of $263.35. The stock has a market cap of $61.41 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

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.