ETFs

Cwm LLC Reduces Its Stake in Vanguard Small-Cap ETF

Published October 13, 2024

Cwm LLC has reduced its stake in the Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.3% during the third quarter of the year, according to recent filings with the Securities and Exchange Commission (SEC). Following the sale of 298 shares, Cwm LLC now holds a total of 22,882 shares in this ETF. As of the latest SEC report, these holdings are valued at approximately $5,428,000.

In addition to Cwm LLC, several other institutional investors have also made changes to their holdings in the Vanguard Small-Cap ETF. For instance, Sunpointe LLC initiated a new investment in the ETF during the fourth quarter, with the stake valued at around $301,000. Meanwhile, Beacon Financial Group increased its investment in the ETF by 10%, bringing its total ownership to 7,405 shares worth about $1,580,000 after acquiring an additional 675 shares in the recent quarter.

Other firms such as Scarborough Advisors LLC and Northwest Bank & Trust Co have also jumped into the ETF. Scarborough Advisors purchased a new stake valued at approximately $117,000, while Northwest Bank & Trust Co acquired a position worth about $159,000. Moreover, Richardson Financial Services Inc. bought into the Vanguard Small-Cap ETF, investing approximately $562,000.

Current Performance of Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF opened at $239.01 on the most recent trading day, showing a solid performance. Over the last twelve months, the ETF reached a low of $174.84 and a high of $239.09. The ETF has a market capitalization of about $59.20 billion, a P/E ratio of 14.11, and a beta of 1.17. Additionally, the stock's 50-day moving average stands at $229.70, while the 200-day moving average is at $224.28.

About Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is designed to track the CRSP US Small Cap Index, which comprises the bottom 2-15% of the investable securities. Launched on January 26, 2004, the fund has become a key option for investors seeking exposure to small-cap stocks through an exchange-traded fund managed by Vanguard.

Investor Insights

As the market continues to evolve, investors may be keen to explore their options, including examining the holdings of other hedge funds in the Vanguard Small-Cap ETF. Resources such as 13F filings and insider trades can provide valuable insights for those interested in the ETF's performance.

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Vanguard, ETF, Investment