Cwm LLC Reduces Investment in Vanguard Small-Cap ETF

Cwm LLC has recently reported a slight reduction in its investment portfolio related to the Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report). According to the firm’s latest filing with the Securities and Exchange Commission, Cwm LLC has decreased its stake by 1.3% in the third quarter of the year. After selling 298 shares, the institutional investor now holds a total of 22,882 shares of the ETF, which are valued at approximately $5,428,000 based on their most recent SEC disclosure.

In addition to Cwm LLC’s modifications, several other institutional investors have also adjusted their holdings in the Vanguard Small-Cap ETF recently. For example, Sunpointe LLC initiated a new investment in the ETF during the fourth quarter, acquiring shares valued at around $301,000. Additionally, Beacon Financial Group increased its stake by 10.0% during the same period, bringing their total to 7,405 shares worth $1,580,000 after purchasing an extra 675 shares. Scarborough Advisors LLC entered the market with a new investment valued at approximately $117,000, while Northwest Bank & Trust Co took a new position worth about $159,000. Furthermore, Richardson Financial Services Inc. also made a new investment in this ETF, valued around $562,000.

Current Stock Performance of Vanguard Small-Cap ETF

As of Friday, the Vanguard Small-Cap ETF stock opened at $239.01. Over the past year, the stock has reached a low of $174.84 and a high of $239.09. With a market capitalization of $59.20 billion, the ETF has a price-to-earnings (P/E) ratio of 14.11 and a beta of 1.17, indicating its volatility relative to the market. The stock is currently trading above its 50-day moving average of $229.70 and its 200-day moving average of $224.28, suggesting positive momentum.

About Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that tracks the CRSP US Small Cap Index. This index is market-cap-weighted and includes the smallest 2-15% of the investable universe. Launched on January 26, 2004, the fund is managed by Vanguard and provides investors exposure to a diversified portfolio of small-cap U.S. companies.

Additional Information

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ETF, Investment, Finance