EP Wealth Advisors LLC Has $33.12 Million Stock Holdings in Vanguard Small-Cap ETF $VB

EP Wealth Advisors LLC lifted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 109,265 shares of the company’s stock after buying an additional 2,977 shares during the quarter. EP Wealth Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $33,120,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Costello Asset Management INC acquired a new stake in shares of Vanguard Small-Cap ETF in the fourth quarter valued at approximately $25,000. Lloyd Advisory Services LLC. acquired a new position in Vanguard Small-Cap ETF during the 4th quarter worth $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Vanguard Small-Cap ETF during the 4th quarter worth $28,000. Laurel Wealth Advisors LLC bought a new position in Vanguard Small-Cap ETF in the 4th quarter valued at $35,000. Finally, Greykasell Wealth Strategies Inc. bought a new position in Vanguard Small-Cap ETF in the 4th quarter valued at $39,000.

Vanguard Small-Cap ETF Stock Performance

NYSEARCA VB opened at $304.76 on Friday. The stock has a fifty day moving average of $299.73 and a 200-day moving average of $285.38. The stock has a market capitalization of $82.04 billion, a P/E ratio of 18.27 and a beta of 1.04. Vanguard Small-Cap ETF has a 52 week low of $241.17 and a 52 week high of $309.51.

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.