Flywheel Private Wealth LLC Makes New $776,000 Investment in Vanguard Small-Cap ETF (NYSEARCA:VB)

Flywheel Private Wealth LLC acquired a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,230 shares of the company’s stock, valued at approximately $776,000. Vanguard Small-Cap ETF comprises about 0.7% of Flywheel Private Wealth LLC’s portfolio, making the stock its 25th largest holding.

A number of other institutional investors also recently modified their holdings of the company. ORG Wealth Partners LLC bought a new stake in Vanguard Small-Cap ETF in the third quarter valued at $28,000. Kozak & Associates Inc. purchased a new stake in shares of Vanguard Small-Cap ETF in the 3rd quarter worth about $34,000. Loomis Sayles & Co. L P lifted its position in shares of Vanguard Small-Cap ETF by 305.3% in the 3rd quarter. Loomis Sayles & Co. L P now owns 154 shares of the company’s stock worth $37,000 after purchasing an additional 116 shares during the period. Hilltop National Bank increased its position in shares of Vanguard Small-Cap ETF by 83.7% during the fourth quarter. Hilltop National Bank now owns 158 shares of the company’s stock valued at $38,000 after buying an additional 72 shares during the period. Finally, Pin Oak Investment Advisors Inc. bought a new position in Vanguard Small-Cap ETF in the third quarter worth about $37,000.

Vanguard Small-Cap ETF Stock Performance

Vanguard Small-Cap ETF stock opened at $245.83 on Thursday. Vanguard Small-Cap ETF has a fifty-two week low of $202.66 and a fifty-two week high of $263.35. The stock’s 50 day simple moving average is $249.66 and its two-hundred day simple moving average is $237.03. The stock has a market cap of $60.88 billion, a price-to-earnings ratio of 14.11 and a beta of 1.17.

About Vanguard Small-Cap ETF

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.