GoalVest Advisory LLC Increases Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

GoalVest Advisory LLC raised its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,136 shares of the company’s stock after acquiring an additional 1,534 shares during the period. Vanguard Small-Cap ETF makes up 2.3% of GoalVest Advisory LLC’s portfolio, making the stock its 7th biggest holding. GoalVest Advisory LLC’s holdings in Vanguard Small-Cap ETF were worth $8,097,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Envestnet Asset Management Inc. lifted its position in shares of Vanguard Small-Cap ETF by 6.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 4,998,082 shares of the company’s stock worth $1,089,782,000 after purchasing an additional 313,316 shares during the last quarter. LPL Financial LLC lifted its holdings in shares of Vanguard Small-Cap ETF by 3.9% during the second quarter. LPL Financial LLC now owns 3,525,074 shares of the company’s stock worth $768,607,000 after buying an additional 131,521 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Vanguard Small-Cap ETF by 8.8% during the second quarter. Mercer Global Advisors Inc. ADV now owns 2,186,540 shares of the company’s stock worth $473,335,000 after buying an additional 176,660 shares during the last quarter. Creative Planning grew its stake in shares of Vanguard Small-Cap ETF by 0.6% in the third quarter. Creative Planning now owns 1,880,342 shares of the company’s stock worth $446,036,000 after acquiring an additional 10,410 shares during the last quarter. Finally, Captrust Financial Advisors grew its stake in shares of Vanguard Small-Cap ETF by 24.7% in the first quarter. Captrust Financial Advisors now owns 1,627,553 shares of the company’s stock worth $372,042,000 after acquiring an additional 322,291 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

NYSEARCA:VB opened at $246.31 on Friday. The stock has a market cap of $61.00 billion, a P/E ratio of 14.11 and a beta of 1.17. The company has a fifty day moving average price of $238.32 and a 200 day moving average price of $228.43. Vanguard Small-Cap ETF has a one year low of $189.06 and a one year high of $257.26.

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.