BXM Wealth LLC Acquires 62,096 Shares of Vanguard Small-Cap ETF $VB

BXM Wealth LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1,102.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,729 shares of the company’s stock after purchasing an additional 62,096 shares during the period. Vanguard Small-Cap ETF accounts for approximately 1.7% of BXM Wealth LLC’s holdings, making the stock its 18th largest position. BXM Wealth LLC’s holdings in Vanguard Small-Cap ETF were worth $17,471,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Independence Bank of Kentucky raised its holdings in shares of Vanguard Small-Cap ETF by 2.1% in the fourth quarter. Independence Bank of Kentucky now owns 5,792 shares of the company’s stock worth $1,494,000 after buying an additional 118 shares during the period. Realta Investment Advisors lifted its stake in shares of Vanguard Small-Cap ETF by 15.2% during the 4th quarter. Realta Investment Advisors now owns 386 shares of the company’s stock worth $100,000 after acquiring an additional 51 shares during the last quarter. Kelleher Financial Advisors boosted its holdings in Vanguard Small-Cap ETF by 5.3% during the 4th quarter. Kelleher Financial Advisors now owns 10,854 shares of the company’s stock valued at $2,800,000 after acquiring an additional 547 shares during the period. Meridian Investment Counsel Inc. grew its position in Vanguard Small-Cap ETF by 12.8% in the 4th quarter. Meridian Investment Counsel Inc. now owns 6,397 shares of the company’s stock valued at $1,650,000 after acquiring an additional 724 shares during the last quarter. Finally, Advocate Group LLC increased its stake in Vanguard Small-Cap ETF by 1.3% in the fourth quarter. Advocate Group LLC now owns 7,501 shares of the company’s stock worth $1,935,000 after purchasing an additional 93 shares during the period.

Vanguard Small-Cap ETF Stock Performance

NYSEARCA VB opened at $264.66 on Monday. The stock has a market cap of $71.01 billion, a PE ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a 12 month low of $190.27 and a 12 month high of $281.90. The company’s 50-day moving average price is $270.05 and its 200-day moving average price is $262.89.

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.