Planning Directions Inc. Reduces Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Planning Directions Inc. trimmed its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 6.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,377 shares of the company’s stock after selling 222 shares during the quarter. Planning Directions Inc.’s holdings in Vanguard Small-Cap ETF were worth $811,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Syntax Research Inc. lifted its holdings in Vanguard Small-Cap ETF by 31.0% in the 3rd quarter. Syntax Research Inc. now owns 169 shares of the company’s stock worth $40,000 after buying an additional 40 shares during the period. Duncker Streett & Co. Inc. lifted its stake in Vanguard Small-Cap ETF by 0.5% in the fourth quarter. Duncker Streett & Co. Inc. now owns 7,835 shares of the company’s stock worth $1,883,000 after acquiring an additional 41 shares during the period. Westside Investment Management Inc. increased its position in Vanguard Small-Cap ETF by 0.5% during the 3rd quarter. Westside Investment Management Inc. now owns 9,627 shares of the company’s stock valued at $2,259,000 after purchasing an additional 44 shares during the period. Verum Partners LLC lifted its position in shares of Vanguard Small-Cap ETF by 0.3% in the 4th quarter. Verum Partners LLC now owns 12,870 shares of the company’s stock worth $3,092,000 after purchasing an additional 44 shares during the period. Finally, Meridian Financial Partners LLC boosted its stake in shares of Vanguard Small-Cap ETF by 2.6% during the 4th quarter. Meridian Financial Partners LLC now owns 1,792 shares of the company’s stock valued at $431,000 after purchasing an additional 45 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

Shares of NYSEARCA VB opened at $237.59 on Monday. Vanguard Small-Cap ETF has a 1 year low of $209.81 and a 1 year high of $263.35. The stock has a market capitalization of $235.01 billion, a P/E ratio of 18.88 and a beta of 1.16. The company’s 50-day moving average is $245.19 and its 200 day moving average is $242.47.

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.