Kelleher Financial Advisors Has $1.56 Million Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Kelleher Financial Advisors lessened its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO) by 7.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,919 shares of the company’s stock after selling 480 shares during the quarter. Vanguard Mid-Cap ETF comprises 0.6% of Kelleher Financial Advisors’ investment portfolio, making the stock its 27th biggest position. Kelleher Financial Advisors’ holdings in Vanguard Mid-Cap ETF were worth $1,563,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Ironwood Wealth Management LLC. raised its stake in Vanguard Mid-Cap ETF by 2.1% during the second quarter. Ironwood Wealth Management LLC. now owns 7,016 shares of the company’s stock worth $1,699,000 after acquiring an additional 141 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of Vanguard Mid-Cap ETF by 34.0% in the second quarter. EverSource Wealth Advisors LLC now owns 689 shares of the company’s stock valued at $173,000 after buying an additional 175 shares during the period. Bank of Montreal Can increased its stake in shares of Vanguard Mid-Cap ETF by 1.3% in the second quarter. Bank of Montreal Can now owns 473,565 shares of the company’s stock valued at $115,597,000 after buying an additional 5,902 shares during the period. Insigneo Advisory Services LLC acquired a new position in shares of Vanguard Mid-Cap ETF in the second quarter valued at approximately $213,000. Finally, Kingfisher Capital LLC increased its stake in shares of Vanguard Mid-Cap ETF by 0.7% in the second quarter. Kingfisher Capital LLC now owns 9,884 shares of the company’s stock valued at $2,393,000 after buying an additional 64 shares during the period.

Vanguard Mid-Cap ETF Price Performance

Vanguard Mid-Cap ETF stock opened at $276.68 on Thursday. The business has a 50 day moving average of $273.44 and a 200-day moving average of $262.82. Vanguard Mid-Cap ETF has a 1 year low of $228.17 and a 1 year high of $285.60. The company has a market capitalization of $71.54 billion, a P/E ratio of 19.64 and a beta of 0.98.

Vanguard Mid-Cap ETF Company 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.