Holistic Planning LLC Trims Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Holistic Planning LLC decreased its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 14.9% in the third quarter, Holdings Channel.com reports. The firm owned 5,430 shares of the company’s stock after selling 948 shares during the quarter. Holistic Planning LLC’s holdings in Vanguard Small-Cap ETF were worth $1,288,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Stonegate Investment Group LLC boosted its holdings in Vanguard Small-Cap ETF by 4.1% in the third quarter. Stonegate Investment Group LLC now owns 1,124 shares of the company’s stock valued at $267,000 after purchasing an additional 44 shares during the period. Register Financial Advisors LLC increased its position in shares of Vanguard Small-Cap ETF by 6.1% in the second quarter. Register Financial Advisors LLC now owns 780 shares of the company’s stock valued at $170,000 after buying an additional 45 shares in the last quarter. Bensler LLC lifted its stake in Vanguard Small-Cap ETF by 4.4% in the 2nd quarter. Bensler LLC now owns 1,066 shares of the company’s stock valued at $233,000 after buying an additional 45 shares in the last quarter. Ridgewood Investments LLC raised its position in shares of Vanguard Small-Cap ETF by 0.4% in the second quarter. Ridgewood Investments LLC now owns 10,500 shares of the company’s stock valued at $2,289,000 after buying an additional 45 shares during the last quarter. Finally, NorthLanding Financial Partners LLC lifted its position in Vanguard Small-Cap ETF by 1.1% during the third quarter. NorthLanding Financial Partners LLC now owns 4,294 shares of the company’s stock worth $1,019,000 after buying an additional 45 shares during the period.

Vanguard Small-Cap ETF Trading Up 0.8 %

VB stock opened at $253.14 on Friday. Vanguard Small-Cap ETF has a 12-month low of $180.92 and a 12-month high of $253.57. The company has a market cap of $62.70 billion, a PE ratio of 14.11 and a beta of 1.17. The stock has a 50-day moving average price of $235.89 and a two-hundred day moving average price of $227.12.

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.