Cypress Wealth Services LLC Has $5.22 Million Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)

Cypress Wealth Services LLC lowered its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,719 shares of the company’s stock after selling 315 shares during the period. Vanguard Small-Cap ETF accounts for 1.0% of Cypress Wealth Services LLC’s portfolio, making the stock its 21st largest position. Cypress Wealth Services LLC’s holdings in Vanguard Small-Cap ETF were worth $5,219,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. ORG Wealth Partners LLC bought a new stake in shares of Vanguard Small-Cap ETF during the 3rd quarter valued at $28,000. Kozak & Associates Inc. acquired a new stake in shares of Vanguard Small-Cap ETF during the third quarter worth $34,000. Pin Oak Investment Advisors Inc. bought a new stake in Vanguard Small-Cap ETF in the third quarter valued at about $37,000. Loomis Sayles & Co. L P lifted its stake in Vanguard Small-Cap ETF by 305.3% in the third quarter. Loomis Sayles & Co. L P now owns 154 shares of the company’s stock valued at $37,000 after buying an additional 116 shares during the period. Finally, Hilltop National Bank lifted its stake in Vanguard Small-Cap ETF by 83.7% in 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.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA VB opened at $247.47 on Friday. Vanguard Small-Cap ETF has a 52-week low of $202.66 and a 52-week high of $263.35. The stock has a market cap of $61.29 billion, a P/E ratio of 14.11 and a beta of 1.17. The firm has a 50 day moving average price of $249.56 and a 200 day moving average price of $237.09.

Vanguard Small-Cap ETF 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.