Cwm LLC Reduces Holdings in Vanguard Small-Cap ETF

Cwm LLC has reduced its investment in the Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.3% in the third quarter of the year, according to its latest report submitted to the Securities and Exchange Commission (SEC). Following this change, Cwm LLC now holds 22,882 shares of the ETF after divesting 298 shares during this period. As per the most recent SEC filing, these holdings are valued at approximately $5,428,000.

Additionally, several other institutional investors have also adjusted their positions in the Vanguard Small-Cap ETF. Notably, Sunpointe LLC acquired a new stake in the ETF, valued at $301,000, during the fourth quarter. Meanwhile, Beacon Financial Group raised its investment in the ETF by 10% during the same quarter, increasing its holdings to 7,405 shares worth about $1,580,000, after buying an additional 675 shares. Scarborough Advisors LLC and Northwest Bank & Trust Co also made new investments, worth approximately $117,000 and $159,000 respectively, during the fourth quarter. Richardson Financial Services Inc. similarly established a new position valued at about $562,000.

Current Performance of Vanguard Small-Cap ETF

As of recent trading, the Vanguard Small-Cap ETF opened at $239.01. The ETF has experienced a twelve-month low price of $174.84 and a high of $239.09. With a market capitalization of $59.20 billion, it has a price-to-earnings (P/E) ratio of 14.11 and a beta of 1.17, indicating its volatility compared to the wider market. The ETF’s 50-day moving average currently stands at $229.70, with the 200-day moving average at $224.28.

About Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that aims to mimic the performance of the CRSP US Small Cap Index, which focuses on the smaller segment of the U.S. equity market, encompassing the bottom 2-15% of the investable universe. Launched on January 26, 2004, the fund is managed by the Vanguard Group.

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