GoalFusion Wealth Management LLC Acquires 348 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

GoalFusion Wealth Management LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,611 shares of the company’s stock after buying an additional 348 shares during the period. Vanguard Small-Cap ETF accounts for 6.8% of GoalFusion Wealth Management LLC’s holdings, making the stock its 5th largest position. GoalFusion Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $12,401,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Syntax Research Inc. increased its holdings in Vanguard Small-Cap ETF by 31.0% in the 3rd quarter. Syntax Research Inc. now owns 169 shares of the company’s stock valued at $40,000 after buying an additional 40 shares during the period. Stonegate Investment Group LLC grew its holdings in shares of Vanguard Small-Cap ETF by 4.1% during the 3rd quarter. Stonegate Investment Group LLC now owns 1,124 shares of the company’s stock valued at $267,000 after purchasing an additional 44 shares during the last quarter. Westside Investment Management Inc. boosted its holdings in shares of Vanguard Small-Cap ETF by 0.5% during the 3rd quarter. Westside Investment Management Inc. now owns 9,627 shares of the company’s stock valued at $2,259,000 after acquiring an additional 44 shares in the last quarter. NorthLanding Financial Partners LLC boosted its position in Vanguard Small-Cap ETF by 1.1% during the 3rd quarter. NorthLanding Financial Partners LLC now owns 4,294 shares of the company’s stock worth $1,019,000 after buying an additional 45 shares during the period. Finally, Meridian Financial Partners LLC lifted its holdings in Vanguard Small-Cap ETF by 2.6% during the 4th quarter. Meridian Financial Partners LLC now owns 1,792 shares of the company’s stock worth $431,000 after buying an additional 45 shares during the period.

Vanguard Small-Cap ETF Price Performance

Vanguard Small-Cap ETF stock opened at $248.52 on Friday. The stock’s 50 day moving average is $249.48 and its 200 day moving average is $237.16. Vanguard Small-Cap ETF has a one year low of $203.33 and a one year high of $263.35. The firm has a market cap of $61.55 billion, a P/E ratio of 14.11 and a beta of 1.17.

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.