Cwm LLC Reduces Stake in Vanguard Small-Cap ETF

Cwm LLC has announced a reduction in its investment in the Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.3% during the third quarter. This decrease was detailed in their latest filing with the Securities and Exchange Commission (SEC). After selling 298 shares during this period, Cwm LLC now holds a total of 22,882 shares in the ETF, with the value of these holdings estimated at approximately $5,428,000 according to their most recent SEC document.

Other institutional investors have also made adjustments to their holdings in the Vanguard Small-Cap ETF recently. For example, Sunpointe LLC acquired a new position in the ETF during the fourth quarter, which is valued at about $301,000. Meanwhile, Beacon Financial Group increased its stake in the ETF by 10.0% during the same quarter, bringing their total holdings to 7,405 shares worth $1,580,000 after purchasing an additional 675 shares. Scarborough Advisors LLC entered the fray by purchasing a fresh stake worth around $117,000, while Northwest Bank & Trust Co invested approximately $159,000 in a new position. Additionally, Richardson Financial Services Inc. also acquired a new position valued at about $562,000 in the ETF during the fourth quarter.

Performance of Vanguard Small-Cap ETF

As of Friday, shares of the Vanguard Small-Cap ETF opened at $239.01. The stock has fluctuated in the past year, reaching a low of $174.84 and a high of $239.09. The ETF has a market capitalization of $59.20 billion, a price-to-earnings (P/E) ratio of 14.11, and a beta of 1.17. The stock's recent performance is illustrated by its 50-day moving average recorded at $229.70 and a 200-day moving average of $224.28.

About Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that is designed to track the CRSP US Small Cap Index. This index includes stocks from the bottom 2-15% of the investable universe based on market capitalization. Launched on January 26, 2004, the fund is managed by Vanguard and is known for providing exposure to small-cap stocks.

Additional Insights

• Check out five stocks that may outperform Vanguard Small-Cap ETF.
• Learn about breakout stocks and how to identify them.
• Explore three mid-cap stocks under $20 that are seeing insider buying and have significant upside potential.
• Stay informed on the TSX Venture Exchange.
• Find out if it’s the right time to jump on China’s electric vehicle rally.
• Understand how to plot Fibonacci price levels.
• Catch up on the latest news in the MarketBeat Week in Review for the week of October 7 to October 11.

For insights on what hedge funds are holding in Vanguard Small-Cap ETF, visit HoldingsChannel.com for the latest 13F filings and insider transactions.

Receive daily news summaries and ratings for Vanguard Small-Cap ETF and similar companies by entering your email address below to subscribe to MarketBeat.com's free daily email newsletter.

Cwm, Vanguard, ETF