Dopkins Wealth Management LLC Raises Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Dopkins Wealth Management LLC grew its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 76.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,925 shares of the company’s stock after purchasing an additional 9,968 shares during the period. Vanguard Small-Cap Growth ETF makes up approximately 3.3% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 6th largest holding. Dopkins Wealth Management LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $6,420,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Vanguard Small-Cap Growth ETF in the third quarter valued at about $26,000. Modus Advisors LLC acquired a new stake in shares of Vanguard Small-Cap Growth ETF in the fourth quarter valued at about $28,000. First PREMIER Bank acquired a new stake in shares of Vanguard Small-Cap Growth ETF in the fourth quarter valued at about $29,000. Prestige Wealth Management Group LLC increased its position in shares of Vanguard Small-Cap Growth ETF by 344.8% in the third quarter. Prestige Wealth Management Group LLC now owns 129 shares of the company’s stock valued at $34,000 after acquiring an additional 100 shares during the last quarter. Finally, Sherman Asset Management Inc. acquired a new stake in shares of Vanguard Small-Cap Growth ETF in the fourth quarter valued at about $36,000.

Vanguard Small-Cap Growth ETF Stock Performance

NYSEARCA:VBK opened at $258.82 on Tuesday. The stock’s 50-day simple moving average is $281.02 and its 200 day simple moving average is $278.70. The company has a market cap of $69.52 billion, a P/E ratio of 23.69 and a beta of 1.20. Vanguard Small-Cap Growth ETF has a 52-week low of $233.00 and a 52-week high of $304.59.

Vanguard Small-Cap Growth ETF Profile

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies.