Walkner Condon Financial Advisors LLC Raises Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Walkner Condon Financial Advisors LLC lifted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,663 shares of the company’s stock after buying an additional 540 shares during the quarter. Vanguard Small-Cap ETF makes up about 1.2% of Walkner Condon Financial Advisors LLC’s investment portfolio, making the stock its 21st largest holding. Walkner Condon Financial Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $6,087,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of VB. Triad Wealth Partners LLC acquired a new position in Vanguard Small-Cap ETF in the second quarter worth $27,000. ORG Wealth Partners LLC bought a new position in Vanguard Small-Cap ETF in the third quarter worth about $28,000. Kozak & Associates Inc. acquired a new position in Vanguard Small-Cap ETF in the third quarter valued at approximately $34,000. Turtle Creek Wealth Advisors LLC bought a new position in shares of Vanguard Small-Cap ETF during the second quarter valued at approximately $36,000. Finally, ORG Partners LLC acquired a new stake in shares of Vanguard Small-Cap ETF during the 2nd quarter worth approximately $41,000.

Vanguard Small-Cap ETF Trading Up 4.2 %

Shares of NYSEARCA VB opened at $250.84 on Thursday. The company has a market cap of $62.13 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17. The stock’s 50 day simple moving average is $235.11 and its 200 day simple moving average is $226.67. Vanguard Small-Cap ETF has a 12-month low of $180.92 and a 12-month high of $251.00.

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.