United Financial Planning Group LLC Invests $2.20 Million in Vanguard Small-Cap ETF $VB

United Financial Planning Group LLC bought a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 8,663 shares of the company’s stock, valued at approximately $2,203,000. Vanguard Small-Cap ETF comprises 1.2% of United Financial Planning Group LLC’s investment portfolio, making the stock its 11th largest position.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Simon Quick Advisors LLC raised its stake in shares of Vanguard Small-Cap ETF by 4.4% during the 3rd quarter. Simon Quick Advisors LLC now owns 75,474 shares of the company’s stock worth $19,191,000 after buying an additional 3,199 shares during the last quarter. Compass Wealth Management LLC acquired a new stake in Vanguard Small-Cap ETF in the 3rd quarter valued at about $11,564,000. Compound Planning Inc. increased its holdings in Vanguard Small-Cap ETF by 10.0% during the 3rd quarter. Compound Planning Inc. now owns 151,295 shares of the company’s stock valued at $38,471,000 after acquiring an additional 13,703 shares in the last quarter. Cullen Frost Bankers Inc. increased its holdings in Vanguard Small-Cap ETF by 2.0% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 556,931 shares of the company’s stock valued at $141,616,000 after acquiring an additional 10,827 shares in the last quarter. Finally, MPS Loria Financial Planners LLC raised its position in Vanguard Small-Cap ETF by 2.1% during the third quarter. MPS Loria Financial Planners LLC now owns 149,475 shares of the company’s stock worth $38,022,000 after acquiring an additional 3,136 shares during the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA VB opened at $260.61 on Friday. The firm’s 50-day moving average is $273.22 and its two-hundred day moving average is $261.93. The company has a market capitalization of $69.75 billion, a PE ratio of 18.27 and a beta of 1.10. Vanguard Small-Cap ETF has a 12-month low of $190.27 and a 12-month high of $281.90.

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.