Wheelhouse Advisory Group LLC Has $571,000 Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Wheelhouse Advisory Group LLC trimmed its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 12.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,039 shares of the company’s stock after selling 280 shares during the quarter. Vanguard Small-Cap Growth ETF makes up about 0.3% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 25th largest holding. Wheelhouse Advisory Group LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $571,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Farmers & Merchants Investments Inc. grew its position 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 acquiring an additional 39 shares in the last quarter. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Vanguard Small-Cap Growth ETF in the 3rd quarter valued at $26,000. Modus Advisors LLC bought a new stake in Vanguard Small-Cap Growth ETF in the fourth quarter worth $28,000. First PREMIER Bank acquired a new position in Vanguard Small-Cap Growth ETF during the fourth quarter worth $29,000. Finally, Eastern Bank bought a new position in Vanguard Small-Cap Growth ETF during the third quarter valued at about $32,000.

Vanguard Small-Cap Growth ETF Stock Performance

VBK opened at $295.33 on Friday. The company has a market cap of $19.90 billion, a PE ratio of 23.60 and a beta of 1.31. The stock has a 50-day moving average of $290.71 and a 200-day moving average of $272.61. Vanguard Small-Cap Growth ETF has a 52-week low of $233.00 and a 52-week high of $304.59.

Vanguard Small-Cap Growth ETF Company Profile

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.