Orgel Wealth Management LLC Reduces Stock Position in Vanguard Small-Cap ETF $VB

Orgel Wealth Management LLC lessened its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 7.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 34,183 shares of the company’s stock after selling 2,566 shares during the quarter. Vanguard Small-Cap ETF comprises about 0.2% of Orgel Wealth Management LLC’s holdings, making the stock its 29th largest holding. Orgel Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $8,818,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Harbor Investment Advisory LLC boosted its stake in Vanguard Small-Cap ETF by 12.4% during the fourth quarter. Harbor Investment Advisory LLC now owns 3,356 shares of the company’s stock worth $866,000 after buying an additional 370 shares during the last quarter. Aventura Private Wealth LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter worth $28,000. Hilltop National Bank increased its stake in shares of Vanguard Small-Cap ETF by 35.1% in the 4th quarter. Hilltop National Bank now owns 208 shares of the company’s stock worth $54,000 after acquiring an additional 54 shares during the last quarter. Noble Family Wealth LLC raised its holdings in shares of Vanguard Small-Cap ETF by 14.8% during the 4th quarter. Noble Family Wealth LLC now owns 78,920 shares of the company’s stock worth $20,357,000 after acquiring an additional 10,177 shares during the period. Finally, Envision Financial LLC raised its holdings in shares of Vanguard Small-Cap ETF by 16.0% during the 4th quarter. Envision Financial LLC now owns 12,173 shares of the company’s stock worth $3,140,000 after acquiring an additional 1,680 shares during the period.

Vanguard Small-Cap ETF Trading Down 2.3%

Shares of VB stock opened at $257.24 on Friday. Vanguard Small-Cap ETF has a twelve month low of $190.27 and a twelve month high of $281.90. The company’s 50-day moving average price is $272.59 and its 200-day moving average price is $262.27. The stock has a market cap of $68.85 billion, a price-to-earnings ratio of 18.27 and a beta of 1.10.

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.