Aries Wealth Management Has $13.26 Million Stock Position in Vanguard Small-Cap ETF $VB

Aries Wealth Management raised its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 3.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 52,145 shares of the company’s stock after buying an additional 1,867 shares during the quarter. Vanguard Small-Cap ETF comprises 3.1% of Aries Wealth Management’s investment portfolio, making the stock its 6th largest position. Aries Wealth Management’s holdings in Vanguard Small-Cap ETF were worth $13,259,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Corient Private Wealth LLC boosted its holdings in Vanguard Small-Cap ETF by 120.8% in the second quarter. Corient Private Wealth LLC now owns 1,016,812 shares of the company’s stock valued at $241,687,000 after acquiring an additional 556,203 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Vanguard Small-Cap ETF by 26.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,551,461 shares of the company’s stock worth $604,645,000 after purchasing an additional 540,546 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC boosted its stake in shares of Vanguard Small-Cap ETF by 84.8% during 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 purchasing an additional 494,886 shares in the last quarter. Vantagepoint Investment Advisers LLC purchased a new position in shares of Vanguard Small-Cap ETF during the third quarter valued at about $57,363,000. Finally, Envestnet Asset Management Inc. increased its position in shares of Vanguard Small-Cap ETF by 4.3% during the second quarter. Envestnet Asset Management Inc. now owns 5,176,056 shares of the company’s stock valued at $1,226,580,000 after buying an additional 215,390 shares during the period.

Vanguard Small-Cap ETF Price Performance

Shares of VB opened at $279.14 on Monday. The company has a 50-day simple moving average of $270.08 and a two-hundred day simple moving average of $259.42. The firm has a market capitalization of $74.71 billion, a PE ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a one year low of $190.27 and a one year 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.