AE Wealth Management LLC Boosts Stock Holdings in Vanguard Small-Cap ETF $VB

AE Wealth Management LLC grew its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 17.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,588 shares of the company’s stock after purchasing an additional 2,318 shares during the quarter. AE Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $4,021,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Mercer Global Advisors Inc. ADV increased its holdings 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 worth $812,317,000 after acquiring an additional 372,519 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Vanguard Small-Cap ETF by 5.0% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 2,677,958 shares of the company’s stock worth $680,951,000 after acquiring an additional 126,497 shares in the last quarter. Captrust Financial Advisors increased its holdings in Vanguard Small-Cap ETF by 5.2% in the 3rd quarter. Captrust Financial Advisors now owns 2,513,129 shares of the company’s stock worth $639,038,000 after acquiring an additional 124,673 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in Vanguard Small-Cap ETF by 8.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,342,693 shares of the company’s stock worth $554,795,000 after acquiring an additional 173,325 shares in the last quarter. Finally, Raymond James Financial Inc. increased its holdings in Vanguard Small-Cap ETF by 0.4% in the 3rd quarter. Raymond James Financial Inc. now owns 2,222,028 shares of the company’s stock worth $565,017,000 after acquiring an additional 8,387 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

Vanguard Small-Cap ETF stock opened at $284.67 on Monday. Vanguard Small-Cap ETF has a 52-week low of $200.25 and a 52-week high of $286.34. The firm has a market capitalization of $76.93 billion, a price-to-earnings ratio of 18.27 and a beta of 1.06. The company has a fifty day simple moving average of $270.45 and a 200-day simple moving average of $264.21.

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.