TriaGen Wealth Management LLC Has $8.30 Million Stake in Vanguard Small-Cap ETF $VB

TriaGen Wealth Management LLC raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 5.0% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 35,042 shares of the company’s stock after buying an additional 1,674 shares during the quarter. Vanguard Small-Cap ETF makes up about 2.5% of TriaGen Wealth Management LLC’s investment portfolio, making the stock its 8th largest holding. TriaGen Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $8,304,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of VB. Inlight Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 1st quarter worth about $25,000. Arjuna Capital bought a new position in Vanguard Small-Cap ETF in the 1st quarter worth about $26,000. West Branch Capital LLC increased its stake in shares of Vanguard Small-Cap ETF by 384.6% in the first quarter. West Branch Capital LLC now owns 126 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the period. Financial Gravity Asset Management Inc. acquired a new stake in shares of Vanguard Small-Cap ETF in the first quarter valued at approximately $30,000. Finally, Evergreen Private Wealth LLC bought a new stake in shares of Vanguard Small-Cap ETF during the first quarter valued at approximately $31,000.

Vanguard Small-Cap ETF Trading Up 0.1%

Shares of NYSEARCA VB opened at $258.19 on Tuesday. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month high of $263.35. The company has a market cap of $68.28 billion, a PE ratio of 18.27 and a beta of 1.14. The stock has a 50 day simple moving average of $250.67 and a 200-day simple moving average of $235.36.

About Vanguard Small-Cap ETF

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.