Wealthspire Retirement LLC Has $33.40 Million Stock Holdings in Vanguard Mid-Cap ETF $VO

by · The Markets Daily

Wealthspire Retirement LLC boosted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VOFree Report) by 7.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 116,309 shares of the company’s stock after buying an additional 7,772 shares during the quarter. Vanguard Mid-Cap ETF makes up approximately 2.0% of Wealthspire Retirement LLC’s portfolio, making the stock its 9th biggest position. Wealthspire Retirement LLC’s holdings in Vanguard Mid-Cap ETF were worth $33,402,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Wells Fargo & Company MN increased its stake in shares of Vanguard Mid-Cap ETF by 2.9% in the fourth quarter. Wells Fargo & Company MN now owns 26,968,673 shares of the company’s stock valued at $7,826,848,000 after buying an additional 763,756 shares during the period. Bank of America Corp DE raised its position in shares of Vanguard Mid-Cap ETF by 3.8% during the fourth quarter. Bank of America Corp DE now owns 18,130,035 shares of the company’s stock worth $5,261,699,000 after acquiring an additional 670,735 shares during the last quarter. Morgan Stanley lifted its stake in shares of Vanguard Mid-Cap ETF by 3.2% in the fourth quarter. Morgan Stanley now owns 8,494,623 shares of the company’s stock worth $2,465,310,000 after acquiring an additional 264,421 shares during the period. Raymond James Financial Inc. lifted its stake in shares of Vanguard Mid-Cap ETF by 6.0% in the fourth quarter. Raymond James Financial Inc. now owns 7,143,783 shares of the company’s stock worth $2,073,269,000 after acquiring an additional 407,014 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in Vanguard Mid-Cap ETF by 2.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 6,181,162 shares of the company’s stock valued at $1,793,897,000 after acquiring an additional 154,386 shares during the last quarter.

Vanguard Mid-Cap ETF Price Performance

Shares of VO stock opened at $80.49 on Thursday. The stock has a market capitalization of $105.83 billion, a PE ratio of 21.50 and a beta of 0.99. The business’s 50 day simple moving average is $79.50 and its 200 day simple moving average is $76.44. Vanguard Mid-Cap ETF has a one year low of $69.44 and a one year high of $81.55.

About Vanguard Mid-Cap ETF

(Free Report)

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.

Featured Stories

Want to see what other hedge funds are holding VO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Mid-Cap ETF (NYSEARCA:VOFree Report).