Discipline Wealth Solutions LLC Has $2.52 Million Stock Holdings in Vanguard Small-Cap ETF $VB

Discipline Wealth Solutions LLC grew its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 64.3% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 9,925 shares of the company’s stock after acquiring an additional 3,885 shares during the quarter. Discipline Wealth Solutions LLC’s holdings in Vanguard Small-Cap ETF were worth $2,524,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of VB. GoalFusion Wealth Management LLC raised its stake in Vanguard Small-Cap ETF by 1.2% in the third quarter. GoalFusion Wealth Management LLC now owns 55,112 shares of the company’s stock valued at $14,014,000 after purchasing an additional 652 shares in the last quarter. Global Financial Private Client LLC increased its holdings in Vanguard Small-Cap ETF by 4.4% in the 3rd quarter. Global Financial Private Client LLC now owns 1,805 shares of the company’s stock valued at $459,000 after buying an additional 76 shares during the period. Investment Planning Advisors Inc. raised its position in shares of Vanguard Small-Cap ETF by 13.7% in the 3rd quarter. Investment Planning Advisors Inc. now owns 1,421 shares of the company’s stock valued at $361,000 after buying an additional 171 shares in the last quarter. JDM Financial Group LLC raised its position in shares of Vanguard Small-Cap ETF by 0.9% in the 3rd quarter. JDM Financial Group LLC now owns 46,027 shares of the company’s stock valued at $10,950,000 after buying an additional 406 shares in the last quarter. Finally, XML Financial LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 246.6% during the 3rd quarter. XML Financial LLC now owns 19,263 shares of the company’s stock worth $4,898,000 after acquiring an additional 13,705 shares during the period.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA:VB opened at $257.95 on Friday. Vanguard Small-Cap ETF has a 1 year low of $190.27 and a 1 year high of $266.92. The stock has a market capitalization of $69.27 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10. The company’s 50 day simple moving average is $256.66 and its 200 day simple moving average is $250.79.

About Vanguard Small-Cap ETF

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.