Roberts Wealth Advisors LLC Trims Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Roberts Wealth Advisors LLC lowered its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,286 shares of the company’s stock after selling 171 shares during the period. Vanguard Small-Cap ETF comprises about 3.6% of Roberts Wealth Advisors LLC’s holdings, making the stock its 5th largest holding. Roberts Wealth Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $8,211,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Fortis Capital Advisors LLC purchased a new position in Vanguard Small-Cap ETF during the 4th quarter valued at about $26,000. Cascade Investment Advisors Inc. bought a new position in Vanguard Small-Cap ETF in the first quarter worth about $28,000. GeoWealth Management LLC purchased a new stake in Vanguard Small-Cap ETF in the fourth quarter worth about $27,000. Resurgent Financial Advisors LLC purchased a new position in shares of Vanguard Small-Cap ETF during the 4th quarter worth approximately $28,000. Finally, Alaska Wealth Advisors bought a new position in shares of Vanguard Small-Cap ETF in the 1st quarter worth approximately $31,000.

Vanguard Small-Cap ETF Stock Down 0.3 %

Shares of NYSEARCA VB traded down $0.68 on Tuesday, reaching $194.46. 69,738 shares of the company’s stock traded hands, compared to its average volume of 554,616. The business’s 50 day simple moving average is $201.29 and its two-hundred day simple moving average is $193.38. Vanguard Small-Cap ETF has a 12 month low of $168.65 and a 12 month high of $210.00. The company has a market cap of $44.12 billion, a price-to-earnings ratio of 12.80 and a beta of 1.14.

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.