Leeward Financial Partners LLC has announced a 3.7% increase in its holdings of the **Vanguard Small-Cap ETF** (NYSEARCA: VB) during the second quarter, as detailed in its latest filing with the **Securities and Exchange Commission**. The firm now owns a total of **40,956 shares**, having acquired an additional **1,453 shares** over the quarter. This investment represents approximately **3.1%** of Leeward’s overall portfolio, making the Vanguard Small-Cap ETF its **10th largest position** with a valuation of around **$9.7 million** as of the end of the quarter.
Several other institutional investors have also adjusted their positions in the Vanguard Small-Cap ETF during the same period. **Envestnet Asset Management Inc.** increased its stake by **4.3%**, bringing its total shareholding to **5,176,056 shares**, valued at **$1.23 billion** after adding **215,390 shares**. Similarly, **Royal Bank of Canada** made a significant move, boosting its position by **68.3%** in the first quarter. The bank now holds **4,972,523 shares**, worth approximately **$1.1 billion**, following the acquisition of **2,018,325 shares**.
**LPL Financial LLC** also expanded its holdings in the Vanguard Small-Cap ETF, increasing its position by **1.0%** to **3,826,253 shares**, valued at **$848.5 million** after an additional **36,930 shares** were purchased. Notably, **Wit LLC** made headlines with a remarkable increase of **254,243.2%**, now owning **2,248,394 shares** valued at **$498.6 million** after acquiring **2,247,510 additional shares**.
Moreover, **Ameriprise Financial Inc.** increased its stake by **2.0%**, now holding **2,169,368 shares** worth about **$481.0 million** after acquiring **41,742 shares**.
The Vanguard Small-Cap ETF has shown notable price fluctuations, opening at **$254.99** on the most recent trading day. The fund’s performance is reflected in its fifty-day simple moving average of **$255.06** and a two-hundred-day simple moving average of **$240.72**. Over the past year, the ETF has experienced a low of **$190.27** and a high of **$263.35**.
With a market capitalization of **$68.47 billion** and a **P/E ratio of 18.27**, the Vanguard Small-Cap ETF continues to be a significant player in the investment landscape. Launched on **January 26, 2004**, and managed by Vanguard, the ETF tracks the **CRSP US Small Cap Index**, which encompasses the bottom **2-15%** of the investable universe, providing a diversified option for investors seeking exposure to small-cap U.S. equities.
Investors interested in the latest changes in holdings by institutional investors can explore more detailed reports on platforms like HoldingsChannel.com, which provide insights into recent SEC filings and insider trades related to the Vanguard Small-Cap ETF.
