ETFs

Clarius Group LLC Increases Stake in Vanguard Small-Cap ETF

Published October 13, 2024

Clarius Group LLC has made a significant move by increasing its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 37.2% during the third quarter, as reported by Holdings Channel. This decision reflects a growing confidence in the ETF, which focuses on small-cap stocks. Following this investment, Clarius Group now holds a total of 1,482 shares of Vanguard Small-Cap ETF, having purchased an additional 402 shares during the period. The value of these holdings is estimated to be around $352,000 based on the latest SEC filings.

In addition to Clarius Group, several other hedge funds have also adjusted their positions in Vanguard Small-Cap ETF. Triad Wealth Partners LLC entered the scene by acquiring a new stake worth approximately $27,000 in the second quarter. Concurrently, Tucker Asset Management LLC made its investment in the fourth quarter, adding around $33,000 to its portfolio. Turtle Creek Wealth Advisors LLC joined the trend during the second quarter with an investment valued at $36,000.

Moreover, ORG Partners LLC and Hantz Financial Services Inc. both made new acquisitions in the second quarter, each investing amounts close to $41,000 in Vanguard Small-Cap ETF. These movements indicate a rising interest from various institutional investors in this particular ETF.

Vanguard Small-Cap ETF Stock Overview

The Vanguard Small-Cap ETF opened at $239.01 recently, demonstrating considerable financial activity. The ETF has witnessed a 1-year low of $174.84 and a 1-year high of $239.09, showcasing its potential for growth. With a market capitalization of $59.20 billion, the ETF exhibits a price-to-earnings ratio of 14.11 and a beta of 1.17, indicating its volatility compared to the broader market. The stock's 50-day simple moving average stands at $229.70 while the 200-day simple moving average is $224.28, suggesting stable price movement over time.

Understanding the Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that aims to track the CRSP US Small Cap Index. This index represents the smaller 2-15% of the investable stock universe, focusing on growth potentials within the small-cap sector. The fund was launched on January 26, 2004, and is managed by Vanguard, one of the leading investment management companies.

Investment Opportunities and Insights

This recent activity in the Vanguard Small-Cap ETF may encourage other investors to explore similar funds or stock opportunities. Understanding market trends can aid in making informed decisions about portfolio diversification. For those tracking market movements and hedge fund activities, it is advisable to stay updated on the latest 13F filings and insights from institutional investors.

Investing, ETF, HedgeFunds