ETFs

Clarius Group LLC Increases Stake in Vanguard Small-Cap ETF

Published October 13, 2024

Clarius Group LLC has significantly increased its investment in the Vanguard Small-Cap ETF (NYSEARCA:VB) during the third quarter, according to recent reports. The institutional investor raised its holdings by an impressive 37.2%, resulting in a total ownership of 1,482 shares. This increase came after Clarius Group purchased an additional 402 shares during this period. As of the latest SEC filing, the value of their holdings in the Vanguard Small-Cap ETF stands at approximately $352,000.

In addition to Clarius Group, several other hedge funds have also made adjustments to their positions concerning the Vanguard Small-Cap ETF. For instance, Triad Wealth Partners LLC entered a new investment in the ETF during the second quarter, valued at around $27,000. Similarly, Tucker Asset Management LLC initiated a position during the fourth quarter, investing about $33,000. Turtle Creek Wealth Advisors LLC also acquired new shares in the second quarter, valued at $36,000. ORG Partners LLC and Hantz Financial Services Inc. each established new stakes in the ETF during the same quarter, worth $41,000.

Performance of Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF is currently trading at $239.01, reflecting a year low of $174.84 and a year high of $239.09. The ETF has a market capitalization of approximately $59.20 billion and operates with a P/E ratio of 14.11, accompanied by a beta of 1.17. Recently, the 50-day simple moving average for the ETF is recorded at $229.70, while the 200-day simple moving average is at $224.28.

Overview of Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that tracks the CRSP US Small Cap Index. It encompasses the bottom 2-15% of the investable market, providing investors with exposure to smaller companies. The ETF was launched on January 26, 2004, and is managed by Vanguard, a well-respected name in the investment management industry.

Conclusion

Overall, the actions of Clarius Group LLC and other institutional investors indicate a growing interest in the Vanguard Small-Cap ETF. This trend can provide insight into market movements and investor sentiment regarding smaller cap stocks.

investment, ETF, Vanguard