Cyndeo Wealth Partners LLC Has $23.89 Million Holdings in Vanguard Small-Cap ETF $VB

Cyndeo Wealth Partners LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 5.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 92,620 shares of the company’s stock after acquiring an additional 4,971 shares during the quarter. Vanguard Small-Cap ETF accounts for approximately 1.3% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 12th biggest holding. Cyndeo Wealth Partners LLC’s holdings in Vanguard Small-Cap ETF were worth $23,891,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in VB. Bank of America Corp DE raised its stake in shares of Vanguard Small-Cap ETF by 0.7% in the second quarter. Bank of America Corp DE now owns 24,253,000 shares of the company’s stock worth $5,747,476,000 after purchasing an additional 165,916 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in shares of Vanguard Small-Cap ETF by 13.2% during the third quarter. Mercer Global Advisors Inc. ADV now owns 3,194,576 shares of the company’s stock valued at $812,317,000 after buying an additional 372,519 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of Vanguard Small-Cap ETF by 5.0% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 2,677,958 shares of the company’s stock valued at $680,951,000 after buying an additional 126,497 shares during the last quarter. Captrust Financial Advisors grew its holdings in Vanguard Small-Cap ETF by 5.2% during the third quarter. Captrust Financial Advisors now owns 2,513,129 shares of the company’s stock worth $639,038,000 after buying an additional 124,673 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in Vanguard Small-Cap ETF by 8.0% during the second quarter. Ameriprise Financial Inc. now owns 2,342,693 shares of the company’s stock worth $554,795,000 after buying an additional 173,325 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 2.3%

NYSEARCA VB opened at $257.24 on Friday. The business has a fifty day simple moving average of $272.59 and a 200 day simple moving average of $262.34. Vanguard Small-Cap ETF has a 12 month low of $190.27 and a 12 month high of $281.90. The firm has a market capitalization of $68.85 billion, a P/E 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.