Impact Partnership Wealth LLC Increases Stake in Vanguard Small-Cap ETF

Impact Partnership Wealth LLC has made a notable movement by increasing its position in the Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.9% during the third quarter of the year. This information comes from the firm's recent 13F filing with the Securities and Exchange Commission. Following this acquisition, Impact Partnership Wealth LLC now holds a total of 1,075 shares of the ETF, having purchased an additional 97 shares during the quarter. The overall value of these holdings was approximately $255,000 at the conclusion of this period.

In addition to Impact Partnership Wealth LLC, several other institutional investors have also made adjustments to their positions in the Vanguard Small-Cap ETF recently. For example, Triad Wealth Partners LLC entered a new position in the ETF during the second quarter valued at $27,000. In the third quarter, ORG Wealth Partners LLC invested $28,000 in a new position, while Kozak & Associates Inc. also made a new investment valued at $34,000 during the same quarter. Turtle Creek Wealth Advisors LLC and ORG Partners LLC also acquired new positions in the second quarter, with valuations of $36,000 and $41,000 respectively.

Performance Overview of Vanguard Small-Cap ETF

As of the latest trading day, Vanguard Small-Cap ETF (VB) opened at $237.45. The ETF boasts a substantial market capitalization of $58.81 billion, a price-to-earnings ratio of 14.11, and a beta value of 1.17. Over the past year, the ETF has seen a low of $174.84 and a high of $242.93. Its fifty-day moving average currently stands at $233.16, while the two-hundred-day moving average is at $225.11.

Understanding Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is designed to track the performance of the CRSP US Small Cap Index. This index is market-cap-weighted and includes stocks that represent the bottom 2-15% of the investable universe. The fund was launched on January 26, 2004, and is managed by Vanguard, a well-known investment management company.

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For insights into the activity of other hedge funds holding VB, you can check out the latest 13F filings and trades.

Impact, Investors, Vanguard