Evernest Financial Advisors LLC Has $4.12 Million Position in Vanguard Mid-Cap ETF $VO

Evernest Financial Advisors LLC increased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 284.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,360 shares of the company’s stock after purchasing an additional 10,626 shares during the period. Vanguard Mid-Cap ETF makes up 0.9% of Evernest Financial Advisors LLC’s portfolio, making the stock its 20th biggest position. Evernest Financial Advisors LLC’s holdings in Vanguard Mid-Cap ETF were worth $4,124,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Valpey Financial Services LLC raised its holdings in Vanguard Mid-Cap ETF by 29,479.6% during the 4th quarter. Valpey Financial Services LLC now owns 4,423,038 shares of the company’s stock worth $1,283,654,000 after buying an additional 4,408,085 shares during the period. CIBC Bancorp USA Inc. bought a new position in Vanguard Mid-Cap ETF in the third quarter valued at approximately $542,347,000. Moneta Group Investment Advisors LLC lifted its stake in Vanguard Mid-Cap ETF by 189.8% in the third quarter. Moneta Group Investment Advisors LLC now owns 2,216,889 shares of the company’s stock valued at $651,189,000 after buying an additional 1,451,889 shares in the last quarter. Chicago Partners Investment Group LLC boosted its holdings in shares of Vanguard Mid-Cap ETF by 318.2% in the first quarter. Chicago Partners Investment Group LLC now owns 1,616,123 shares of the company’s stock valued at $464,118,000 after buying an additional 1,229,641 shares during the period. Finally, Citigroup Inc. boosted its holdings in shares of Vanguard Mid-Cap ETF by 3,587.3% in the fourth quarter. Citigroup Inc. now owns 1,255,055 shares of the company’s stock valued at $364,242,000 after buying an additional 1,221,018 shares during the period.

Vanguard Mid-Cap ETF Stock Down 0.1%

Shares of VO stock opened at $80.84 on Tuesday. The firm has a fifty day moving average of $79.09 and a 200-day moving average of $76.08. Vanguard Mid-Cap ETF has a 12-month low of $69.36 and a 12-month high of $81.55. The company has a market capitalization of $106.29 billion, a price-to-earnings 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.