Compass Financial Group Inc. Lowers Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Compass Financial Group Inc. lessened its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,323 shares of the company’s stock after selling 51 shares during the quarter. Vanguard Small-Cap ETF comprises approximately 4.8% of Compass Financial Group Inc.’s portfolio, making the stock its 7th biggest holding. Compass Financial Group Inc.’s holdings in Vanguard Small-Cap ETF were worth $8,602,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of VB. Advisory Alpha LLC boosted its stake in Vanguard Small-Cap ETF by 27.0% in the 4th quarter. Advisory Alpha LLC now owns 3,537 shares of the company’s stock worth $755,000 after purchasing an additional 753 shares during the period. Warwick Investment Management Inc. boosted its holdings in Vanguard Small-Cap ETF by 2.0% in the 3rd quarter. Warwick Investment Management Inc. now owns 73,743 shares of the company’s stock valued at $13,943,000 after purchasing an additional 1,454 shares during the period. Beacon Bridge Wealth Partners LLC boosted its holdings in Vanguard Small-Cap ETF by 130.4% in the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 21,569 shares of the company’s stock valued at $4,078,000 after purchasing an additional 12,209 shares during the period. Alpha Financial Advisors LLC grew its position in shares of Vanguard Small-Cap ETF by 14.8% during the 3rd quarter. Alpha Financial Advisors LLC now owns 1,359 shares of the company’s stock valued at $257,000 after purchasing an additional 175 shares in the last quarter. Finally, Nicholas Hoffman & Company LLC. increased its holdings in shares of Vanguard Small-Cap ETF by 10.6% in the fourth quarter. Nicholas Hoffman & Company LLC. now owns 338,937 shares of the company’s stock worth $72,305,000 after purchasing an additional 32,456 shares during the period.

Vanguard Small-Cap ETF Stock Performance

VB traded down $0.22 on Wednesday, reaching $216.48. The company had a trading volume of 406,234 shares, compared to its average volume of 825,631. The business has a 50 day simple moving average of $220.12 and a 200 day simple moving average of $206.58. The company has a market cap of $53.62 billion, a price-to-earnings ratio of 14.10 and a beta of 1.18. Vanguard Small-Cap ETF has a 52-week low of $174.84 and a 52-week high of $229.54.

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.