Holistic Planning LLC Raises Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Holistic Planning LLC grew its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 4.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,480 shares of the company’s stock after buying an additional 630 shares during the quarter. Vanguard Mid-Cap ETF accounts for 1.6% of Holistic Planning LLC’s portfolio, making the stock its 13th largest position. Holistic Planning LLC’s holdings in Vanguard Mid-Cap ETF were worth $4,353,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in VO. Ironwood Wealth Management LLC. boosted its holdings in shares of Vanguard Mid-Cap ETF by 2.1% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 7,016 shares of the company’s stock valued at $1,699,000 after acquiring an additional 141 shares during the last quarter. Harbor Investment Advisory LLC boosted its holdings in Vanguard Mid-Cap ETF by 41.0% in the third quarter. Harbor Investment Advisory LLC now owns 3,592 shares of the company’s stock worth $948,000 after purchasing an additional 1,044 shares during the last quarter. Quent Capital LLC purchased a new stake in Vanguard Mid-Cap ETF in the third quarter worth approximately $207,000. GAMMA Investing LLC grew its position in Vanguard Mid-Cap ETF by 34.3% in the 3rd quarter. GAMMA Investing LLC now owns 568 shares of the company’s stock worth $150,000 after purchasing an additional 145 shares during the period. Finally, GoalFusion Wealth Management LLC raised its stake in Vanguard Mid-Cap ETF by 14.9% during the 3rd quarter. GoalFusion Wealth Management LLC now owns 10,754 shares of the company’s stock valued at $2,837,000 after buying an additional 1,392 shares during the last quarter.

Vanguard Mid-Cap ETF Stock Down 0.8 %

Shares of NYSEARCA:VO opened at $275.61 on Monday. The stock has a market capitalization of $71.27 billion, a PE ratio of 19.64 and a beta of 0.98. The firm’s 50 day moving average price is $273.46 and its 200-day moving average price is $264.45. Vanguard Mid-Cap ETF has a twelve month low of $228.17 and a twelve month high of $285.60.

About Vanguard Mid-Cap ETF

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.