Golden Bell Financial Planning LLC Buys New Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

Golden Bell Financial Planning LLC acquired a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,854 shares of the company’s stock, valued at approximately $445,000. Vanguard Small-Cap ETF comprises about 0.4% of Golden Bell Financial Planning LLC’s holdings, making the stock its 23rd biggest holding.

Several other large investors have also recently added to or reduced their stakes in the company. Delta Financial Group Inc. bought a new stake in Vanguard Small-Cap ETF during the fourth quarter worth about $548,000. Delap Wealth Advisory LLC bought a new stake in Vanguard Small-Cap ETF during the fourth quarter worth about $452,000. Spectrum Financial Alliance Ltd LLC grew its stake in Vanguard Small-Cap ETF by 2.5% during the fourth quarter. Spectrum Financial Alliance Ltd LLC now owns 45,884 shares of the company’s stock worth $11,025,000 after buying an additional 1,137 shares during the last quarter. Allodium Investment Consultants LLC bought a new stake in Vanguard Small-Cap ETF during the fourth quarter worth about $332,000. Finally, Sigma Investment Counselors Inc. lifted its position in shares of Vanguard Small-Cap ETF by 7.0% during the fourth quarter. Sigma Investment Counselors Inc. now owns 2,699 shares of the company’s stock worth $649,000 after purchasing an additional 177 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 2.6 %

Shares of VB stock opened at $239.61 on Friday. Vanguard Small-Cap ETF has a 1 year low of $209.81 and a 1 year high of $263.35. The firm’s 50 day moving average is $246.00 and its 200-day moving average is $241.67. The firm has a market capitalization of $59.34 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

Vanguard Small-Cap ETF 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.