Cassilly Financial Group LLC Invests $3.45 Million in Vanguard Small-Cap ETF $VB

Cassilly Financial Group LLC purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 13,378 shares of the company’s stock, valued at approximately $3,451,000. Vanguard Small-Cap ETF comprises approximately 3.1% of Cassilly Financial Group LLC’s portfolio, making the stock its 8th largest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CIBC Bancorp USA Inc. bought a new position in Vanguard Small-Cap ETF in the 3rd quarter valued at approximately $324,131,000. Focus Partners Wealth boosted its position in Vanguard Small-Cap ETF by 534.1% during the 3rd quarter. Focus Partners Wealth now owns 1,125,295 shares of the company’s stock worth $286,159,000 after buying an additional 947,832 shares during the period. Corient Private Wealth LLC grew its holdings in Vanguard Small-Cap ETF by 120.8% during the 2nd quarter. Corient Private Wealth LLC now owns 1,016,812 shares of the company’s stock worth $241,687,000 after acquiring an additional 556,203 shares during the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC increased its position in Vanguard Small-Cap ETF by 84.8% in the 3rd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 1,078,309 shares of the company’s stock valued at $274,193,000 after acquiring an additional 494,886 shares during the period. Finally, Mercer Global Advisors Inc. ADV increased its position in Vanguard Small-Cap ETF by 13.2% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 3,194,576 shares of the company’s stock valued at $812,317,000 after acquiring an additional 372,519 shares during the period.

Vanguard Small-Cap ETF Stock Performance

VB stock opened at $253.84 on Tuesday. The company has a market capitalization of $67.94 billion, a P/E ratio of 18.27 and a beta of 1.10. The company has a fifty day moving average price of $270.97 and a 200-day moving average price of $262.66. Vanguard Small-Cap ETF has a 52-week low of $190.27 and a 52-week high of $281.90.

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.