Lee Kelleher & Klein Wealth Management Has $1.24 Million Stake in Vanguard Mid-Cap ETF $VO

Lee Kelleher & Klein Wealth Management increased its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 298.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,340 shares of the company’s stock after buying an additional 11,488 shares during the quarter. Vanguard Mid-Cap ETF accounts for 0.6% of Lee Kelleher & Klein Wealth Management’s portfolio, making the stock its 22nd biggest holding. Lee Kelleher & Klein Wealth Management’s holdings in Vanguard Mid-Cap ETF were worth $1,236,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the business. Pacific Sun Financial Corp increased its stake in Vanguard Mid-Cap ETF by 1.6% in the fourth quarter. Pacific Sun Financial Corp now owns 2,162 shares of the company’s stock valued at $627,000 after acquiring an additional 34 shares during the period. Fairview Capital Investment Management LLC grew its holdings in shares of Vanguard Mid-Cap ETF by 0.7% during the fourth quarter. Fairview Capital Investment Management LLC now owns 5,083 shares of the company’s stock worth $1,475,000 after purchasing an additional 34 shares during the last quarter. Richards Merrill & Peterson Inc. increased its holdings in shares of Vanguard Mid-Cap ETF by 2.3% in the fourth quarter. Richards Merrill & Peterson Inc. now owns 1,562 shares of the company’s stock valued at $453,000 after purchasing an additional 35 shares in the last quarter. Landmark Wealth Management LLC increased its position in Vanguard Mid-Cap ETF by 0.6% in the fourth quarter. Landmark Wealth Management LLC now owns 5,597 shares of the company’s stock worth $1,624,000 after purchasing an additional 35 shares during the period. Finally, Delta Financial Advisors LLC grew its holdings in Vanguard Mid-Cap ETF by 0.9% during the 4th quarter. Delta Financial Advisors LLC now owns 4,124 shares of the company’s stock worth $1,197,000 after acquiring an additional 36 shares during the period.

Vanguard Mid-Cap ETF Price Performance

Shares of VO stock opened at $83.57 on Thursday. Vanguard Mid-Cap ETF has a one year low of $69.44 and a one year high of $83.69. The stock has a 50-day moving average of $80.63 and a 200-day moving average of $77.20. The stock has a market cap of $109.88 billion, a PE ratio of 21.50 and a beta of 0.99.

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.