Holistic Planning LLC Trims Stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Holistic Planning LLC lessened its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 2.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,822 shares of the company’s stock after selling 129 shares during the period. Holistic Planning LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $1,350,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of VBK. Farmers & Merchants Investments Inc. boosted its stake in Vanguard Small-Cap Growth ETF by 68.4% during the third quarter. Farmers & Merchants Investments Inc. now owns 96 shares of the company’s stock worth $26,000 after buying an additional 39 shares during the period. Teachers Insurance & Annuity Association of America acquired a new stake in Vanguard Small-Cap Growth ETF in the 3rd quarter valued at approximately $26,000. Modus Advisors LLC acquired a new position in Vanguard Small-Cap Growth ETF during the fourth quarter worth $28,000. First PREMIER Bank acquired a new position in Vanguard Small-Cap Growth ETF during the fourth quarter worth $29,000. Finally, Eastern Bank purchased a new position in shares of Vanguard Small-Cap Growth ETF during the third quarter worth $32,000.

Vanguard Small-Cap Growth ETF Trading Down 1.0 %

Shares of NYSEARCA VBK opened at $291.81 on Monday. The stock has a fifty day simple moving average of $290.96 and a 200-day simple moving average of $273.95. Vanguard Small-Cap Growth ETF has a twelve month low of $233.00 and a twelve month high of $304.59. The stock has a market capitalization of $19.66 billion, a PE ratio of 23.60 and a beta of 1.31.

About Vanguard Small-Cap Growth ETF

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.