Mittelman Wealth Management Has $3.06 Million Stock Holdings in Vanguard Small-Cap ETF $VB

Mittelman Wealth Management cut its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 25.4% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,683 shares of the company’s stock after selling 3,972 shares during the period. Vanguard Small-Cap ETF comprises approximately 1.9% of Mittelman Wealth Management’s investment portfolio, making the stock its 14th biggest holding. Mittelman Wealth Management’s holdings in Vanguard Small-Cap ETF were worth $3,060,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Auto Owners Insurance Co increased its holdings in Vanguard Small-Cap ETF by 29,071.8% during the fourth quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock worth $18,739,021,000 after buying an additional 72,396,915 shares during the last quarter. Corient Private Wealth LLC increased its position in Vanguard Small-Cap ETF by 2,422.8% during the fourth quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock worth $2,922,918,000 after buying an additional 10,882,179 shares during the last quarter. Align Financial LLC bought a new position in shares of Vanguard Small-Cap ETF during the 4th quarter worth approximately $717,282,000. Valpey Financial Services LLC increased its holdings in shares of Vanguard Small-Cap ETF by 26,304.7% during the 4th quarter. Valpey Financial Services LLC now owns 954,531 shares of the company’s stock worth $246,221,000 after acquiring an additional 950,916 shares during the last quarter. Finally, Fifth Third Bancorp lifted its stake in shares of Vanguard Small-Cap ETF by 119.4% during the 1st quarter. Fifth Third Bancorp now owns 678,702 shares of the company’s stock worth $177,766,000 after buying an additional 369,321 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of VB stock opened at $296.88 on Tuesday. The company has a market capitalization of $79.92 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04. The company has a 50-day simple moving average of $295.04 and a 200 day simple moving average of $281.46. Vanguard Small-Cap ETF has a 52 week low of $234.49 and a 52 week high of $304.70.

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.