PDS Planning Inc Has $11.05 Million Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

PDS Planning Inc lowered its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 6.7% in the third quarter, Holdings Channel.com reports. The institutional investor owned 46,588 shares of the company’s stock after selling 3,363 shares during the period. Vanguard Small-Cap ETF comprises about 1.0% of PDS Planning Inc’s holdings, making the stock its 23rd biggest position. PDS Planning Inc’s holdings in Vanguard Small-Cap ETF were worth $11,051,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the business. Envestnet Asset Management Inc. raised its stake in shares of Vanguard Small-Cap ETF by 6.7% in the second quarter. Envestnet Asset Management Inc. now owns 4,998,082 shares of the company’s stock worth $1,089,782,000 after purchasing an additional 313,316 shares during the last quarter. LPL Financial LLC raised its stake in shares of Vanguard Small-Cap ETF by 3.9% in the second quarter. LPL Financial LLC now owns 3,525,074 shares of the company’s stock valued at $768,607,000 after buying an additional 131,521 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in shares of Vanguard Small-Cap ETF by 8.8% in the second quarter. Mercer Global Advisors Inc. ADV now owns 2,186,540 shares of the company’s stock valued at $473,335,000 after buying an additional 176,660 shares during the period. Creative Planning raised its stake in shares of Vanguard Small-Cap ETF by 0.6% in the third quarter. Creative Planning now owns 1,880,342 shares of the company’s stock valued at $446,036,000 after buying an additional 10,410 shares during the period. Finally, Captrust Financial Advisors raised its stake in shares of Vanguard Small-Cap ETF by 24.7% in the first quarter. Captrust Financial Advisors now owns 1,627,553 shares of the company’s stock valued at $372,042,000 after buying an additional 322,291 shares during the period.

Vanguard Small-Cap ETF Price Performance

Shares of VB traded up $1.96 during mid-day trading on Monday, hitting $238.20. The stock had a trading volume of 97,942 shares, compared to its average volume of 663,966. Vanguard Small-Cap ETF has a 52 week low of $180.92 and a 52 week high of $242.93. The firm has a market cap of $58.99 billion, a P/E ratio of 14.11 and a beta of 1.17. The business has a fifty day moving average price of $234.45 and a 200-day moving average price of $226.11.

Vanguard Small-Cap ETF Company 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.