OFC Financial Planning LLC Makes New $1.51 Million Investment in Vanguard Small-Cap ETF (NYSEARCA:VB)

OFC Financial Planning LLC bought a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 6,293 shares of the company’s stock, valued at approximately $1,512,000. Vanguard Small-Cap ETF accounts for about 1.6% of OFC Financial Planning LLC’s portfolio, making the stock its 14th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Ironwood Wealth Management LLC. boosted its stake in shares of Vanguard Small-Cap ETF by 1.4% in the second quarter. Ironwood Wealth Management LLC. now owns 6,584 shares of the company’s stock valued at $1,436,000 after purchasing an additional 94 shares during the period. Renaissance Technologies LLC acquired a new position in Vanguard Small-Cap ETF in the 2nd quarter worth $1,177,000. Sei Investments Co. boosted its position in Vanguard Small-Cap ETF by 0.6% in the 2nd quarter. Sei Investments Co. now owns 11,722 shares of the company’s stock valued at $2,556,000 after buying an additional 67 shares during the last quarter. Squarepoint Ops LLC acquired a new stake in shares of Vanguard Small-Cap ETF during the second quarter valued at about $1,119,000. Finally, AQR Capital Management LLC increased its position in shares of Vanguard Small-Cap ETF by 3.4% during the second quarter. AQR Capital Management LLC now owns 20,399 shares of the company’s stock worth $4,448,000 after acquiring an additional 674 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

NYSEARCA:VB opened at $249.64 on Friday. Vanguard Small-Cap ETF has a one year low of $205.93 and a one year high of $263.35. The business’s 50-day simple moving average is $249.23 and its 200 day simple moving average is $239.53. The stock has a market cap of $61.83 billion, a price-to-earnings 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.