Sovereign Financial Group Inc. Has $6.23 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Sovereign Financial Group Inc. raised its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 8.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 26,253 shares of the company’s stock after purchasing an additional 1,953 shares during the period. Vanguard Small-Cap ETF accounts for approximately 1.5% of Sovereign Financial Group Inc.’s investment portfolio, making the stock its 14th biggest position. Sovereign Financial Group Inc.’s holdings in Vanguard Small-Cap ETF were worth $6,227,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VB. Triad Wealth Partners LLC bought a new stake in Vanguard Small-Cap ETF in the second quarter valued at $27,000. Tucker Asset Management LLC acquired a new stake in Vanguard Small-Cap ETF in the 4th quarter valued at $33,000. Turtle Creek Wealth Advisors LLC acquired a new position in shares of Vanguard Small-Cap ETF during the second quarter valued at about $36,000. ORG Partners LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 2nd quarter worth about $41,000. Finally, Hantz Financial Services Inc. bought a new position in Vanguard Small-Cap ETF in the 2nd quarter valued at about $41,000.

Vanguard Small-Cap ETF Stock Up 0.2 %

Shares of NYSEARCA VB opened at $235.13 on Wednesday. The stock’s 50 day moving average price is $229.07 and its 200-day moving average price is $223.94. The company has a market capitalization of $58.23 billion, a PE ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a twelve month low of $174.84 and a twelve month high of $238.96.

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.