Wells Financial Advisors INC Sells 5,311 Shares of Vanguard Small-Cap ETF $VB

Wells Financial Advisors INC trimmed its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 74.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,828 shares of the company’s stock after selling 5,311 shares during the quarter. Vanguard Small-Cap ETF makes up approximately 2.2% of Wells Financial Advisors INC’s investment portfolio, making the stock its 16th biggest holding. Wells Financial Advisors INC’s holdings in Vanguard Small-Cap ETF were worth $479,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Auto Owners Insurance Co boosted its position in Vanguard Small-Cap ETF by 29,071.8% during the 4th quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock valued at $18,739,021,000 after acquiring an additional 72,396,915 shares in the last quarter. Corient Private Wealth LLC increased its holdings in shares of Vanguard Small-Cap ETF by 2,422.8% in the 4th quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock valued at $2,922,918,000 after acquiring an additional 10,882,179 shares during the period. Morgan Stanley raised its position in shares of Vanguard Small-Cap ETF by 1.1% in the 4th quarter. Morgan Stanley now owns 7,864,543 shares of the company’s stock worth $2,028,659,000 after acquiring an additional 84,999 shares in the last quarter. UBS Group AG raised its position in shares of Vanguard Small-Cap ETF by 1.7% in the 4th quarter. UBS Group AG now owns 3,916,098 shares of the company’s stock worth $1,010,157,000 after acquiring an additional 65,686 shares in the last quarter. Finally, Align Financial LLC bought a new position in shares of Vanguard Small-Cap ETF in the 4th quarter worth $717,282,000.

Vanguard Small-Cap ETF Price Performance

VB opened at $296.22 on Monday. The firm has a market capitalization of $79.74 billion, a PE ratio of 18.27 and a beta of 1.04. The business’s 50-day moving average is $293.77 and its two-hundred day moving average is $280.03. Vanguard Small-Cap ETF has a 1 year low of $234.49 and a 1 year high of $304.70.

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.