Bernardo Wealth Planning LLC Has $6.19 Million Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

Bernardo Wealth Planning LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 3.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,561 shares of the company’s stock after buying an additional 905 shares during the period. Vanguard Small-Cap ETF makes up approximately 1.5% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its 19th biggest position. Bernardo Wealth Planning LLC’s holdings in Vanguard Small-Cap ETF were worth $6,188,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. ORG Wealth Partners LLC acquired a new position in shares of Vanguard Small-Cap ETF in the 3rd quarter valued at approximately $28,000. Triad Wealth Partners LLC bought a new position in Vanguard Small-Cap ETF in the second quarter valued at approximately $27,000. Kozak & Associates Inc. acquired a new position in Vanguard Small-Cap ETF during the third quarter valued at approximately $34,000. Turtle Creek Wealth Advisors LLC bought a new stake in Vanguard Small-Cap ETF during the second quarter worth $36,000. Finally, ORG Partners LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 2nd quarter valued at $41,000.

Vanguard Small-Cap ETF Stock Performance

Vanguard Small-Cap ETF stock opened at $242.38 on Friday. Vanguard Small-Cap ETF has a 52 week low of $174.84 and a 52 week high of $242.93. The stock has a market capitalization of $60.03 billion, a P/E ratio of 14.11 and a beta of 1.17. The stock has a fifty day moving average of $232.11 and a 200-day moving average of $224.79.

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.