Aegis Wealth Management LLC Has $4.48 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Aegis Wealth Management LLC lifted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 27.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 20,217 shares of the company’s stock after acquiring an additional 4,320 shares during the period. Vanguard Small-Cap ETF accounts for 2.6% of Aegis Wealth Management LLC’s portfolio, making the stock its 10th biggest holding. Aegis Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $4,483,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Inlight Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 1st quarter worth about $25,000. West Branch Capital LLC increased its holdings in shares of Vanguard Small-Cap ETF by 384.6% in the 1st quarter. West Branch Capital LLC now owns 126 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the period. Financial Gravity Asset Management Inc. acquired a new stake in shares of Vanguard Small-Cap ETF in the 1st quarter worth about $30,000. Evergreen Private Wealth LLC bought a new position in Vanguard Small-Cap ETF in the 1st quarter valued at about $31,000. Finally, Allspring Global Investments Holdings LLC bought a new position in Vanguard Small-Cap ETF in the 1st quarter valued at about $33,000.

Vanguard Small-Cap ETF Stock Down 0.3%

Shares of VB opened at $244.98 on Wednesday. The firm has a 50-day moving average price of $236.37 and a 200 day moving average price of $231.84. The firm has a market capitalization of $64.53 billion, a PE ratio of 18.27 and a beta of 1.14. Vanguard Small-Cap ETF has a 52-week low of $190.27 and a 52-week high of $263.35.

Vanguard Small-Cap ETF Company 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.