Discipline Wealth Solutions LLC Boosts Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Discipline Wealth Solutions LLC raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 25.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,057 shares of the company’s stock after acquiring an additional 827 shares during the quarter. Vanguard Small-Cap ETF makes up 0.5% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 25th largest position. Discipline Wealth Solutions LLC’s holdings in Vanguard Small-Cap ETF were worth $962,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Triad Wealth Partners LLC acquired a new stake in shares of Vanguard Small-Cap ETF during the 2nd quarter worth about $27,000. ORG Wealth Partners LLC acquired a new stake in shares of Vanguard Small-Cap ETF during the 3rd quarter worth about $28,000. Kozak & Associates Inc. acquired a new stake in shares of Vanguard Small-Cap ETF in the third quarter worth approximately $34,000. Turtle Creek Wealth Advisors LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the second quarter worth approximately $36,000. Finally, Pin Oak Investment Advisors Inc. acquired a new stake in shares of Vanguard Small-Cap ETF in the third quarter worth approximately $37,000.

Vanguard Small-Cap ETF Stock Performance

VB opened at $259.34 on Wednesday. The company’s 50 day simple moving average is $244.38 and its 200 day simple moving average is $231.39. Vanguard Small-Cap ETF has a 1 year low of $197.76 and a 1 year high of $263.35. The stock has a market capitalization of $64.23 billion, a PE ratio of 14.11 and a beta of 1.17.

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.