Heritage Wealth Management Inc. CA Has $1.96 Million Stock Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Heritage Wealth Management Inc. CA grew its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 87.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,003 shares of the company’s stock after acquiring an additional 3,269 shares during the period. Vanguard Small-Cap Growth ETF accounts for 1.4% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 18th largest position. Heritage Wealth Management Inc. CA’s holdings in Vanguard Small-Cap Growth ETF were worth $1,961,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Zions Bancorporation N.A. grew its stake in shares of Vanguard Small-Cap Growth ETF by 4.5% in the fourth quarter. Zions Bancorporation N.A. now owns 1,314 shares of the company’s stock valued at $368,000 after acquiring an additional 57 shares in the last quarter. TIAA Trust National Association boosted its holdings in Vanguard Small-Cap Growth ETF by 3.2% in the 4th quarter. TIAA Trust National Association now owns 421,508 shares of the company’s stock valued at $118,048,000 after purchasing an additional 13,201 shares during the period. FineMark National Bank & Trust grew its position in shares of Vanguard Small-Cap Growth ETF by 184.2% during the 4th quarter. FineMark National Bank & Trust now owns 2,711 shares of the company’s stock worth $759,000 after purchasing an additional 1,757 shares in the last quarter. Colony Family Offices LLC bought a new position in shares of Vanguard Small-Cap Growth ETF during the fourth quarter worth approximately $109,000. Finally, Congress Wealth Management LLC DE raised its position in shares of Vanguard Small-Cap Growth ETF by 1.7% in the fourth quarter. Congress Wealth Management LLC DE now owns 33,636 shares of the company’s stock valued at $9,420,000 after buying an additional 562 shares in the last quarter.

Vanguard Small-Cap Growth ETF Trading Up 2.9 %

Shares of VBK stock opened at $265.55 on Tuesday. The stock has a 50 day simple moving average of $278.71 and a 200 day simple moving average of $278.82. Vanguard Small-Cap Growth ETF has a 1 year low of $233.00 and a 1 year high of $304.59. The stock has a market cap of $71.33 billion, a P/E ratio of 23.69 and a beta of 1.20.

Vanguard Small-Cap Growth ETF Company 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.