Cyndeo Wealth Partners LLC Has $1.12 Million Stock Position in Vanguard Small-Cap Growth ETF $VBK

Cyndeo Wealth Partners LLC raised its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 58.7% in the 2nd quarter, Holdings Channel reports. The firm owned 4,050 shares of the company’s stock after acquiring an additional 1,498 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $1,121,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Golden State Wealth Management LLC raised its position in Vanguard Small-Cap Growth ETF by 23.1% during the first quarter. Golden State Wealth Management LLC now owns 1,153 shares of the company’s stock valued at $290,000 after purchasing an additional 216 shares in the last quarter. Dynamic Advisor Solutions LLC acquired a new position in Vanguard Small-Cap Growth ETF during the first quarter valued at approximately $410,000. Capital Investment Advisors LLC raised its position in Vanguard Small-Cap Growth ETF by 32.2% during the second quarter. Capital Investment Advisors LLC now owns 1,232 shares of the company’s stock valued at $341,000 after purchasing an additional 300 shares in the last quarter. Independent Wealth Network Inc. raised its position in Vanguard Small-Cap Growth ETF by 7.2% during the second quarter. Independent Wealth Network Inc. now owns 4,113 shares of the company’s stock valued at $1,139,000 after purchasing an additional 277 shares in the last quarter. Finally, Michels Family Financial LLC increased its holdings in shares of Vanguard Small-Cap Growth ETF by 1.8% during the second quarter. Michels Family Financial LLC now owns 4,874 shares of the company’s stock worth $1,350,000 after buying an additional 84 shares in the last quarter.

Vanguard Small-Cap Growth ETF Stock Performance

Shares of NYSEARCA:VBK opened at $294.70 on Friday. The company has a fifty day moving average of $293.91 and a 200-day moving average of $273.68. The company has a market capitalization of $20.11 billion, a PE ratio of 27.57 and a beta of 1.14. Vanguard Small-Cap Growth ETF has a 52-week low of $214.77 and a 52-week high of $306.76.

Vanguard Small-Cap Growth ETF Company Profile

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.