Kellett Wealth Advisors LLC Acquires 25,035 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Kellett Wealth Advisors LLC raised its position in Vanguard Mid-Cap ETF (NYSEARCA:VO) by 65.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 63,000 shares of the company’s stock after purchasing an additional 25,035 shares during the quarter. Vanguard Mid-Cap ETF accounts for approximately 10.9% of Kellett Wealth Advisors LLC’s holdings, making the stock its 2nd largest holding. Kellett Wealth Advisors LLC’s holdings in Vanguard Mid-Cap ETF were worth $14,656,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Kingsview Wealth Management LLC grew its holdings in shares of Vanguard Mid-Cap ETF by 74.1% in the 3rd quarter. Kingsview Wealth Management LLC now owns 14,152 shares of the company’s stock valued at $2,947,000 after acquiring an additional 6,024 shares in the last quarter. Glass Jacobson Investment Advisors llc grew its holdings in shares of Vanguard Mid-Cap ETF by 4.2% in the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 17,156 shares of the company’s stock valued at $3,573,000 after acquiring an additional 697 shares in the last quarter. Wells Trecaso Financial Group LLC grew its holdings in shares of Vanguard Mid-Cap ETF by 20.7% in the 4th quarter. Wells Trecaso Financial Group LLC now owns 2,013 shares of the company’s stock valued at $468,000 after acquiring an additional 345 shares in the last quarter. Beacon Bridge Wealth Partners LLC grew its holdings in shares of Vanguard Mid-Cap ETF by 1.1% in the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 19,199 shares of the company’s stock valued at $3,998,000 after acquiring an additional 208 shares in the last quarter. Finally, Fingerlakes Wealth Management Inc. grew its holdings in shares of Vanguard Mid-Cap ETF by 0.7% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 8,574 shares of the company’s stock valued at $1,785,000 after acquiring an additional 58 shares in the last quarter.

Vanguard Mid-Cap ETF Stock Performance

Vanguard Mid-Cap ETF stock traded down $0.28 during midday trading on Thursday, reaching $235.08. 624,217 shares of the company’s stock were exchanged, compared to its average volume of 665,194. Vanguard Mid-Cap ETF has a 52 week low of $194.79 and a 52 week high of $250.41. The firm has a market cap of $60.79 billion, a price-to-earnings ratio of 19.48 and a beta of 1.00. The stock’s 50-day simple moving average is $241.70 and its 200 day simple moving average is $226.84.

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.