Ritholtz Wealth Management Reduces Holdings in Vanguard Mid-Cap ETF

In a recent update, Ritholtz Wealth Management has decreased its position in the Vanguard Mid-Cap ETF (NYSEARCA:VO) by 2.6% during the fourth quarter. Following this adjustment, the firm holds a total of 5,499 shares after selling 146 of them during the quarter. At the conclusion of the latest reporting period, Ritholtz's investments in the Vanguard Mid-Cap ETF were valued at approximately $1,452,000.

Other institutional investors have also made moves regarding the Vanguard Mid-Cap ETF. For instance, McGuire Investment Group LLC enhanced its stake in the ETF by 2.1% in the third quarter, bringing its total to 1,817 shares worth around $479,000 after acquiring an additional 38 shares. Similarly, Diversify Advisory Services LLC increased its holdings by 1.5%, which now totals 2,545 shares valued at $679,000 after an extra purchase of 38 shares. Missouri Trust & Investment Co. added to its position by 0.4%, reaching 9,742 shares worth about $2,570,000, while First National Bank of Omaha slightly increased its stake by 0.3%, resulting in 12,810 shares valued at $3,380,000 after buying another 38 shares. Eastern Bank was another institution that enhanced its holdings by 4.5% in the fourth quarter, accumulating 898 shares worth $237,000.

Current Stock Performance

As of Friday, the Vanguard Mid-Cap ETF is trading at $273.82. The ETF boasts a market capitalization of $70.80 billion and has a price-to-earnings (PE) ratio of 19.64 with a beta of 0.98. Over the past year, the fund has experienced a low of $225.05 and a high of $285.60. The ETF's fifty-day and 200-day simple moving averages stand at $273.52 and $262.05, respectively.

About Vanguard Mid-Cap ETF

The Vanguard Mid-Cap ETF is an exchange-traded fund designed to track the performance of the MSCI US Mid Cap 450 Index, which represents typical medium-sized firms in the United States. The fund maintains a portfolio consisting of all stocks, weighted according to their market capitalization in the index. The Vanguard Group, Inc. serves as the investment advisor for the fund, leveraging its Quantitative Equity Group expertise.

Further Information

Investors interested in tracking the recent holdings and trading activity of hedge funds concerning the Vanguard Mid-Cap ETF are encouraged to look at the latest 13F filings and insider trades for more detailed insights.

Vanguard, ETF, Investments