Valeo Financial Advisors LLC Increases Its Investment in Vanguard S&P Small-Cap 600 ETF

Valeo Financial Advisors LLC has expanded its investment in the Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO) by 4.5% during the third quarter, as reported in its recent Form 13F filing with the Securities and Exchange Commission. After acquiring an additional 118 shares in this quarter, the firm now holds a total of 2,734 shares, which are valued at approximately $296,000 as of the end of the quarter.

Other institutional investors and hedge funds have also made adjustments to their stakes in the Vanguard S&P Small-Cap 600 ETF. For instance, Centaurus Financial Inc. increased its holdings in the ETF by 10.1% in the fourth quarter, bringing its total to 1,759 shares, valued at around $174,000 following the purchase of 162 additional shares.

BCS Wealth Management saw a significant boost in its stake, increasing it by 157.8% in the first quarter. This firm now owns 6,655 shares worth roughly $675,000 after adding 4,074 shares during the last quarter.

17 Capital Partners LLC entered a new position in this ETF during the first quarter, which is now valued at about $319,000. Sebold Capital Management Inc. increased its position by 1.5% in the first quarter and now holds 61,228 shares, valued at $6,215,000 after acquiring 889 additional shares.

AdvisorNet Financial Inc. also raised its investment in the Vanguard S&P Small-Cap 600 ETF by 17.6% in the first quarter. The firm now owns 41,985 shares valued at $4,261,000 after purchasing 6,282 shares during the same period.

Current Stock Performance

The Vanguard S&P Small-Cap 600 ETF recently showed a modest increase of 0.7%, with its stock opening at $108.19. The ETF has a market capitalization of $2.83 billion, with a price-to-earnings (P/E) ratio of 6.18 and a beta of 1.18. Over the past 52 weeks, the stock has experienced a low of $80.90 and a high of $111.25. Currently, its 50-day moving average price stands at $105.09, while the 200-day moving average price is at $101.59.

About Vanguard S&P Small-Cap 600 ETF

The Vanguard S&P Small-Cap 600 ETF (VIOO) is an exchange-traded fund that tracks the S&P Small Cap 600 index. This index includes 600 small-cap U.S. stocks that are selected by an S&P Committee. The ETF was established on September 7, 2010, and is managed by Vanguard.

Conclusion

With increased interest from various institutional investors, the Vanguard S&P Small-Cap 600 ETF continues to be a focus for investors looking to capitalize on small-cap stock performance. As the fund grows, it reflects broader trends in investor confidence within the small-cap segment of the stock market.

Valeo, Investment, Vanguard