Summit Financial Strategies Inc. Sells 201 Shares of Vanguard Small-Cap Growth ETF (VBK)

Summit Financial Strategies Inc. lowered its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 0.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 117,407 shares of the company’s stock after selling 201 shares during the period. Vanguard Small-Cap Growth ETF makes up 9.9% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 3rd biggest holding. Summit Financial Strategies Inc. owned about 0.25% of Vanguard Small-Cap Growth ETF worth $17,680,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Versant Capital Management Inc bought a new stake in Vanguard Small-Cap Growth ETF in the fourth quarter valued at about $28,000. Meeder Asset Management Inc. bought a new stake in Vanguard Small-Cap Growth ETF in the fourth quarter valued at about $42,000. Honkamp Krueger Financial Services Inc. bought a new stake in Vanguard Small-Cap Growth ETF in the third quarter valued at about $101,000. D Orazio & Associates Inc. bought a new stake in Vanguard Small-Cap Growth ETF in the fourth quarter valued at about $94,000. Finally, River Wealth Advisors LLC increased its stake in Vanguard Small-Cap Growth ETF by 14.7% in the fourth quarter. River Wealth Advisors LLC now owns 664 shares of the company’s stock valued at $100,000 after acquiring an additional 85 shares during the period.

Vanguard Small-Cap Growth ETF stock traded up $1.66 during trading hours on Friday, hitting $177.95. 45,119 shares of the stock were exchanged, compared to its average volume of 239,152. Vanguard Small-Cap Growth ETF has a 12 month low of $139.95 and a 12 month high of $190.49.

TRADEMARK VIOLATION WARNING: This report was posted by Markets Daily and is the property of of Markets Daily. If you are reading this report on another site, it was copied illegally and republished in violation of United States & international copyright and trademark law. The original version of this report can be viewed at https://www.themarketsdaily.com/2019/02/15/summit-financial-strategies-inc-sells-201-shares-of-vanguard-small-cap-growth-etf-vbk.html.

About Vanguard Small-Cap Growth ETF

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies.

Recommended Story: What is a Swap?

Want to see what other hedge funds are holding VBK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Small-Cap Growth ETF (NYSEARCA:VBK).

Institutional Ownership by Quarter for Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Receive News & Ratings for Vanguard Small-Cap Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Small-Cap Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.



Leave a Reply