Small-Cap Growth ETF: A Closer Look at Recent Investor Moves

Key Movements in Q1

Investors are shifting their focus towards the Vanguard Small-Cap Growth ETF, with several firms adjusting their stakes in the first quarter of the year.

• Integrated Wealth Concepts LLC reduced its holdings by 3.5%, selling off 287 shares.
• Despite this reduction, their investment remains substantial, valued at approximately $1.97 million.

Other investment firms have also shown interest in the ETF:

• Mascagni Wealth Management and Wagner Wealth Management each initiated new positions worth around $33,000.
• NBC Securities and Park Square Financial Group followed suit, with investments of $36,000 and $46,000, respectively.
• Minot DeBlois Advisors rounded out the group, acquiring a stake valued at $49,000.

Market Performance

The Vanguard Small-Cap Growth ETF, which tracks the MSCI US Small Cap Growth Index, has seen some fluctuations recently.

• On a recent Wednesday, it opened at $296.67, marking a slight decline of 0.7%.
• Over the past year, the ETF has ranged from a low of $214.77 to a high of $304.59.
• With a market cap of $20.37 billion and a price-to-earnings ratio of 27.57, it continues to be a notable player in the market.

Investment Focus

This ETF focuses on growth stocks of smaller U.S. companies, offering a diversified portfolio for investors. The recent investor activity suggests a continued interest in small-cap growth stocks, despite the ETF's recent downturn.