Charter Oak Capital Management LLC Increases Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Charter Oak Capital Management LLC grew its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,695 shares of the company’s stock after buying an additional 321 shares during the quarter. Charter Oak Capital Management LLC’s holdings in Vanguard Small-Cap ETF were worth $819,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. raised its stake in Vanguard Small-Cap ETF by 5.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 849,068 shares of the company’s stock valued at $201,407,000 after purchasing an additional 40,919 shares during the last quarter. Tallon Kerry Patrick purchased a new stake in shares of Vanguard Small-Cap ETF during the fourth quarter worth about $772,000. Capital & Planning LLC raised its position in shares of Vanguard Small-Cap ETF by 0.5% in the fourth quarter. Capital & Planning LLC now owns 44,935 shares of the company’s stock valued at $10,797,000 after buying an additional 211 shares during the last quarter. Brighton Jones LLC raised its position in shares of Vanguard Small-Cap ETF by 36.5% in the fourth quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock valued at $2,878,000 after buying an additional 3,200 shares during the last quarter. Finally, Revolve Wealth Partners LLC lifted its stake in shares of Vanguard Small-Cap ETF by 11.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock valued at $2,148,000 after buying an additional 920 shares during the period.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA VB opened at $232.89 on Friday. The firm has a market cap of $231.02 billion, a P/E ratio of 18.82 and a beta of 1.08. Vanguard Small-Cap ETF has a 1 year low of $190.27 and a 1 year high of $263.35. The firm’s 50 day moving average price is $218.84 and its 200 day moving average price is $234.60.

Vanguard Small-Cap ETF 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.