Castellan Group Takes $4.93 Million Position in Vanguard Small-Cap ETF $VB

Castellan Group purchased a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 19,118 shares of the company’s stock, valued at approximately $4,931,000. Vanguard Small-Cap ETF accounts for approximately 0.6% of Castellan Group’s investment portfolio, making the stock its 15th largest holding.

Other large investors also recently modified their holdings of the company. Promus Capital LLC acquired a new position in Vanguard Small-Cap ETF during the second quarter worth about $28,000. Your Advocates Ltd. LLP grew its holdings in Vanguard Small-Cap ETF by 2,080.0% during the third quarter. Your Advocates Ltd. LLP now owns 109 shares of the company’s stock worth $28,000 after acquiring an additional 104 shares during the period. Aventura Private Wealth LLC acquired a new position in Vanguard Small-Cap ETF during the fourth quarter worth about $28,000. GGM Financials LLC acquired a new position in Vanguard Small-Cap ETF during the third quarter worth about $29,000. Finally, Chesapeake Asset Management LLC grew its holdings in Vanguard Small-Cap ETF by 116.4% during the third quarter. Chesapeake Asset Management LLC now owns 132 shares of the company’s stock worth $34,000 after acquiring an additional 71 shares during the period.

Vanguard Small-Cap ETF Price Performance

NYSEARCA:VB opened at $272.11 on Monday. The business’s 50-day moving average price is $269.76 and its 200 day moving average price is $263.32. The firm has a market cap of $73.54 billion, a P/E ratio of 18.27 and a beta of 1.06. Vanguard Small-Cap ETF has a 52-week low of $199.28 and a 52-week high of $281.90.

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.