Next Level Wealth Planning LLC Acquires 3,380 Shares of Vanguard Mid-Cap ETF $VO

Next Level Wealth Planning LLC grew its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 6.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 59,983 shares of the company’s stock after acquiring an additional 3,380 shares during the quarter. Vanguard Mid-Cap ETF comprises 9.9% of Next Level Wealth Planning LLC’s portfolio, making the stock its 3rd biggest position. Next Level Wealth Planning LLC’s holdings in Vanguard Mid-Cap ETF were worth $17,619,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. IMA Advisory Services Inc. raised its holdings 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 in the last quarter. Beacon Capital Management Inc. acquired a new position in shares of Vanguard Mid-Cap ETF during the second quarter valued at $26,000. Woodard & Co. Asset Management Group Inc. ADV grew its position in 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 last quarter. Joseph Group Capital Management acquired a new stake in Vanguard Mid-Cap ETF in the 2nd quarter valued at approximately $28,000. Finally, YANKCOM Partnership bought a new stake in shares of Vanguard Mid-Cap ETF during the third quarter valued at about $30,000.

Vanguard Mid-Cap ETF Stock Performance

Shares of VO stock opened at $295.20 on Wednesday. The business’s fifty day moving average is $292.44 and its 200-day moving average is $290.13. The stock has a market cap of $92.76 billion, a PE ratio of 21.50 and a beta of 1.04. Vanguard Mid-Cap ETF has a 1 year low of $223.65 and a 1 year high of $302.54.

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.