Vanguard S&P Mid-Cap 400 ETF $IVOO is Francis Financial Inc.’s 8th Largest Position

Francis Financial Inc. boosted its stake in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO) by 4.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 162,744 shares of the company’s stock after buying an additional 7,566 shares during the period. Vanguard S&P Mid-Cap 400 ETF accounts for approximately 3.6% of Francis Financial Inc.’s portfolio, making the stock its 8th largest position. Francis Financial Inc.’s holdings in Vanguard S&P Mid-Cap 400 ETF were worth $18,195,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IVOO. Optima Capital LLC purchased a new stake in Vanguard S&P Mid-Cap 400 ETF in the fourth quarter worth about $39,000. Lodestone Wealth Management LLC purchased a new stake in Vanguard S&P Mid-Cap 400 ETF in the fourth quarter worth about $43,000. Financial Life Planners purchased a new stake in Vanguard S&P Mid-Cap 400 ETF in the third quarter worth about $44,000. Blair William & Co. IL lifted its holdings in Vanguard S&P Mid-Cap 400 ETF by 81.7% in the third quarter. Blair William & Co. IL now owns 456 shares of the company’s stock worth $50,000 after buying an additional 205 shares during the period. Finally, Clearstead Advisors LLC lifted its holdings in Vanguard S&P Mid-Cap 400 ETF by 389.1% in the third quarter. Clearstead Advisors LLC now owns 538 shares of the company’s stock worth $59,000 after buying an additional 428 shares during the period.

Vanguard S&P Mid-Cap 400 ETF Price Performance

Shares of IVOO opened at $125.14 on Friday. Vanguard S&P Mid-Cap 400 ETF has a one year low of $101.61 and a one year high of $127.97. The company has a 50-day simple moving average of $121.92 and a two-hundred day simple moving average of $117.85. The firm has a market capitalization of $3.46 billion, a PE ratio of 18.32 and a beta of 1.01.

About Vanguard S&P Mid-Cap 400 ETF

The Vanguard S&P Mid-Cap 400 ETF (IVOO) is an exchange-traded fund that is based on the S&P Mid Cap 400 index. The fund tracks a market cap-weighted index of mid-cap US companies. IVOO was launched on Sep 9, 2010 and is managed by Vanguard.