Capital Advisors Wealth Management LLC Boosts Stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Capital Advisors Wealth Management LLC increased its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 28,017 shares of the company’s stock after purchasing an additional 300 shares during the quarter. Vanguard Small-Cap Growth ETF makes up about 1.4% of Capital Advisors Wealth Management LLC’s investment portfolio, making the stock its 20th largest holding. Capital Advisors Wealth Management LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $7,846,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Farmers & Merchants Investments Inc. raised its holdings in Vanguard Small-Cap Growth ETF by 68.4% in the third quarter. Farmers & Merchants Investments Inc. now owns 96 shares of the company’s stock worth $26,000 after purchasing an additional 39 shares in the last quarter. Teachers Insurance & Annuity Association of America bought a new position in shares of Vanguard Small-Cap Growth ETF in the 3rd quarter worth about $26,000. Modus Advisors LLC bought a new position in shares of Vanguard Small-Cap Growth ETF in the 4th quarter worth about $28,000. Eastern Bank purchased a new position in Vanguard Small-Cap Growth ETF during the 3rd quarter valued at about $32,000. Finally, Prestige Wealth Management Group LLC boosted its stake in Vanguard Small-Cap Growth ETF by 344.8% during the third quarter. Prestige Wealth Management Group LLC now owns 129 shares of the company’s stock worth $34,000 after acquiring an additional 100 shares in the last quarter.

Vanguard Small-Cap Growth ETF Stock Performance

VBK stock opened at $288.96 on Friday. The firm has a 50 day moving average price of $290.07 and a 200-day moving average price of $270.76. The firm has a market capitalization of $19.47 billion, a price-to-earnings ratio of 23.60 and a beta of 1.31. Vanguard Small-Cap Growth ETF has a 52-week low of $229.03 and a 52-week high of $304.59.

About Vanguard Small-Cap Growth ETF

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies.