Leeward Financial Partners LLC Lowers Position in Vanguard Small-Cap Growth ETF $VBK

Leeward Financial Partners LLC decreased its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 21.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,569 shares of the company’s stock after selling 5,096 shares during the quarter. Vanguard Small-Cap Growth ETF comprises about 1.7% of Leeward Financial Partners LLC’s portfolio, making the stock its 18th largest holding. Leeward Financial Partners LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $5,612,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the stock. Corient Private Wealth LLC increased its holdings in 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 valued at $533,099,000 after acquiring an additional 966,444 shares during the last quarter. EP Wealth Advisors LLC bought a new position in shares of Vanguard Small-Cap Growth ETF during the 4th quarter valued at about $234,537,000. Gen Wealth Partners Inc boosted its holdings in shares of Vanguard Small-Cap Growth ETF by 11,209.1% during the 4th quarter. Gen Wealth Partners Inc now owns 392,425 shares of the company’s stock valued at $118,556,000 after purchasing an additional 388,955 shares during the last quarter. Align Financial LLC bought a new position in shares of Vanguard Small-Cap Growth ETF during the 4th quarter valued at about $87,255,000. Finally, Bank of America Corp DE grew its position in shares of Vanguard Small-Cap Growth ETF by 2.7% during the fourth quarter. Bank of America Corp DE now owns 10,257,972 shares of the company’s stock valued at $3,099,036,000 after purchasing an additional 268,570 shares in the last quarter.

Vanguard Small-Cap Growth ETF Trading Up 0.6%

Shares of VBK stock opened at $354.39 on Thursday. Vanguard Small-Cap Growth ETF has a 12-month low of $272.10 and a 12-month high of $359.73. The stock’s 50-day moving average price is $344.10 and its 200-day moving average price is $323.59. The stock has a market capitalization of $23.67 billion, a price-to-earnings ratio of 27.57 and a beta of 1.17.

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.