Wealthquest Corp Boosts Stock Holdings in Vanguard Small-Cap ETF $VB

Wealthquest Corp increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 23.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 187,247 shares of the company’s stock after acquiring an additional 35,205 shares during the period. Vanguard Small-Cap ETF makes up 3.5% of Wealthquest Corp’s investment portfolio, making the stock its 8th largest holding. Wealthquest Corp’s holdings in Vanguard Small-Cap ETF were worth $49,044,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of VB. Orin Green Financial LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 0.3% during the first quarter. Orin Green Financial LLC now owns 13,110 shares of the company’s stock valued at $3,434,000 after purchasing an additional 36 shares during the last quarter. Stonebridge Financial Group LLC boosted its position in shares of Vanguard Small-Cap ETF by 2.6% in the 4th quarter. Stonebridge Financial Group LLC now owns 1,438 shares of the company’s stock worth $371,000 after purchasing an additional 37 shares in the last quarter. Rockwood Wealth Management LLC grew its stake in shares of Vanguard Small-Cap ETF by 0.6% in the 4th quarter. Rockwood Wealth Management LLC now owns 5,829 shares of the company’s stock worth $1,504,000 after buying an additional 37 shares during the last quarter. IMA Advisory Services Inc. grew its stake in shares of Vanguard Small-Cap ETF by 3.2% in the 1st quarter. IMA Advisory Services Inc. now owns 1,185 shares of the company’s stock worth $310,000 after buying an additional 37 shares during the last quarter. Finally, Cornerstone Advisors Asset Management LLC increased its position in Vanguard Small-Cap ETF by 0.4% during the 4th quarter. Cornerstone Advisors Asset Management LLC now owns 9,197 shares of the company’s stock valued at $2,372,000 after buying an additional 37 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 0.2%

Shares of NYSEARCA:VB opened at $295.14 on Friday. The stock has a fifty day simple moving average of $295.90 and a two-hundred day simple moving average of $282.10. The stock has a market capitalization of $79.45 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a 12-month low of $234.49 and a 12-month high of $304.70.

Vanguard Small-Cap ETF Company 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.