TriaGen Wealth Management LLC Has $7.98 Million Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

TriaGen Wealth Management LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,213 shares of the company’s stock after acquiring an additional 541 shares during the quarter. Vanguard Small-Cap ETF accounts for approximately 2.7% of TriaGen Wealth Management LLC’s investment portfolio, making the stock its 8th largest holding. TriaGen Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $7,980,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Austin Private Wealth LLC raised its holdings in shares of Vanguard Small-Cap ETF by 10.0% in the fourth quarter. Austin Private Wealth LLC now owns 1,399 shares of the company’s stock valued at $336,000 after acquiring an additional 127 shares in the last quarter. West Bancorporation Inc. raised its holdings in shares of Vanguard Small-Cap ETF by 18.2% in the fourth quarter. West Bancorporation Inc. now owns 15,603 shares of the company’s stock valued at $3,749,000 after acquiring an additional 2,397 shares in the last quarter. GFS Advisors LLC bought a new stake in shares of Vanguard Small-Cap ETF in the fourth quarter valued at about $2,970,000. Caprock Group LLC raised its holdings in shares of Vanguard Small-Cap ETF by 0.5% in the fourth quarter. Caprock Group LLC now owns 45,219 shares of the company’s stock valued at $10,865,000 after acquiring an additional 215 shares in the last quarter. Finally, Arcadia Wealth Management LLC raised its holdings in shares of Vanguard Small-Cap ETF by 4.2% in the fourth quarter. Arcadia Wealth Management LLC now owns 24,987 shares of the company’s stock valued at $6,004,000 after acquiring an additional 1,012 shares in the last quarter.

Vanguard Small-Cap ETF Price Performance

VB stock opened at $249.64 on Friday. The company has a market capitalization of $61.83 billion, a P/E ratio of 14.11 and a beta of 1.17. The business has a 50-day moving average price of $249.39 and a 200 day moving average price of $239.38. Vanguard Small-Cap ETF has a 1-year low of $205.93 and a 1-year high of $263.35.

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.