Peak Retirement Planning Inc. Has $4.84 Million Stake in Vanguard Small-Cap Growth ETF $VBK

Peak Retirement Planning Inc. raised its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 98.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 16,255 shares of the company’s stock after purchasing an additional 8,056 shares during the quarter. Vanguard Small-Cap Growth ETF accounts for about 1.4% of Peak Retirement Planning Inc.’s investment portfolio, making the stock its 16th biggest position. Peak Retirement Planning Inc.’s holdings in Vanguard Small-Cap Growth ETF were worth $4,838,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in VBK. Corient Private Wealth LLC lifted its position in shares of Vanguard Small-Cap Growth ETF by 100.8% in the 2nd quarter. Corient Private Wealth LLC now owns 1,924,932 shares of the company’s stock worth $533,099,000 after acquiring an additional 966,444 shares during the period. Sand Hill Global Advisors LLC increased its position in shares of Vanguard Small-Cap Growth ETF by 5,905.2% during the second quarter. Sand Hill Global Advisors LLC now owns 307,165 shares of the company’s stock valued at $85,066,000 after purchasing an additional 302,050 shares during the period. Osaic Holdings Inc. raised its stake in shares of Vanguard Small-Cap Growth ETF by 63.9% in the second quarter. Osaic Holdings Inc. now owns 314,935 shares of the company’s stock valued at $84,717,000 after purchasing an additional 122,801 shares in the last quarter. Bank of America Corp DE raised its stake in shares of Vanguard Small-Cap Growth ETF by 1.0% in the second quarter. Bank of America Corp DE now owns 9,953,009 shares of the company’s stock valued at $2,756,386,000 after purchasing an additional 97,104 shares in the last quarter. Finally, Stephens Inc. AR lifted its position in Vanguard Small-Cap Growth ETF by 137.5% in the second quarter. Stephens Inc. AR now owns 135,834 shares of the company’s stock worth $37,618,000 after purchasing an additional 78,652 shares during the period.

Vanguard Small-Cap Growth ETF Price Performance

VBK opened at $314.87 on Tuesday. The company has a market capitalization of $21.53 billion, a P/E ratio of 27.57 and a beta of 1.17. The firm’s fifty day moving average price is $311.70 and its two-hundred day moving average price is $300.49. Vanguard Small-Cap Growth ETF has a fifty-two week low of $214.77 and a fifty-two week high of $329.04.

Vanguard Small-Cap Growth ETF 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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.