Compound Planning Inc. Has $38.47 Million Holdings in Vanguard Small-Cap ETF $VB

Compound Planning Inc. raised its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 10.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 151,295 shares of the company’s stock after buying an additional 13,703 shares during the period. Vanguard Small-Cap ETF comprises 1.2% of Compound Planning Inc.’s portfolio, making the stock its 19th biggest position. Compound Planning Inc. owned about 0.06% of Vanguard Small-Cap ETF worth $38,471,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Cary Street Partners Investment Advisory LLC acquired a new stake in Vanguard Small-Cap ETF during the 3rd quarter valued at $65,000. Fortis Capital Management LLC lifted its position in Vanguard Small-Cap ETF by 4.4% during the 3rd quarter. Fortis Capital Management LLC now owns 2,761 shares of the company’s stock worth $702,000 after buying an additional 117 shares in the last quarter. Aries Wealth Management grew its holdings in Vanguard Small-Cap ETF by 3.7% during the 3rd quarter. Aries Wealth Management now owns 52,145 shares of the company’s stock worth $13,259,000 after acquiring an additional 1,867 shares during the last quarter. Clearstead Advisors LLC grew its holdings in Vanguard Small-Cap ETF by 1.3% during the 3rd quarter. Clearstead Advisors LLC now owns 541,189 shares of the company’s stock worth $137,614,000 after acquiring an additional 6,951 shares during the last quarter. Finally, Washington Trust Advisors Inc. increased its position in Vanguard Small-Cap ETF by 0.9% in the 3rd quarter. Washington Trust Advisors Inc. now owns 10,584 shares of the company’s stock valued at $2,691,000 after acquiring an additional 95 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 1.6%

Shares of VB stock opened at $274.54 on Tuesday. Vanguard Small-Cap ETF has a 1 year low of $190.27 and a 1 year high of $281.90. The firm’s 50 day moving average is $270.35 and its 200-day moving average is $259.66. The firm has a market capitalization of $73.48 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10.

Vanguard Small-Cap ETF Company 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.