Vanguard Mid-Cap ETF $VO is Litman Gregory Wealth Management LLC’s 10th Largest Position

Litman Gregory Wealth Management LLC lifted its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 4.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 108,967 shares of the company’s stock after purchasing an additional 4,372 shares during the period. Vanguard Mid-Cap ETF comprises approximately 2.4% of Litman Gregory Wealth Management LLC’s investment portfolio, making the stock its 10th largest holding. Litman Gregory Wealth Management LLC’s holdings in Vanguard Mid-Cap ETF were worth $32,008,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in VO. IMA Advisory Services Inc. boosted its stake in Vanguard Mid-Cap ETF by 79.6% in the second quarter. IMA Advisory Services Inc. now owns 88 shares of the company’s stock valued at $25,000 after acquiring an additional 39 shares during the last quarter. Beacon Capital Management Inc. purchased a new stake in shares of Vanguard Mid-Cap ETF during the 2nd quarter worth approximately $26,000. Woodard & Co. Asset Management Group Inc. ADV raised its holdings in shares of Vanguard Mid-Cap ETF by 900.0% in the 2nd quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 100 shares of the company’s stock worth $28,000 after purchasing an additional 90 shares during the period. Joseph Group Capital Management purchased a new position in Vanguard Mid-Cap ETF in the second quarter valued at approximately $28,000. Finally, Clarity Asset Management Inc. purchased a new position in Vanguard Mid-Cap ETF in the second quarter valued at approximately $31,000.

Vanguard Mid-Cap ETF Trading Up 0.3%

Shares of NYSEARCA VO opened at $294.32 on Friday. The stock has a fifty day simple moving average of $290.52 and a two-hundred day simple moving average of $287.41. Vanguard Mid-Cap ETF has a 1-year low of $223.65 and a 1-year high of $298.64. The firm has a market cap of $90.07 billion, a price-to-earnings ratio of 21.50 and a beta of 1.04.

Vanguard Mid-Cap ETF Profile

Vanguard Mid-Cap ETF is an exchange-traded fund. Vanguard Mid-Cap Index Fund seeks to track the performance of the MSCI US Mid Cap 450 Index representing medium-size United States firms. The portfolio holds all stocks in the same capitalization weighting as the index. The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund.