Monterey Private Wealth Inc. Decreases Stock Position in Vanguard Mid-Cap ETF $VO

Monterey Private Wealth Inc. reduced its position in Vanguard Mid-Cap ETF (NYSEARCA:VO) by 1.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,370 shares of the company’s stock after selling 45 shares during the quarter. Monterey Private Wealth Inc.’s holdings in Vanguard Mid-Cap ETF were worth $871,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. Earnest Partners LLC purchased a new stake in shares of Vanguard Mid-Cap ETF during the first quarter worth $1,062,000. Wealth Preservation Advisors LLC purchased a new stake in shares of Vanguard Mid-Cap ETF during the first quarter worth $76,000. Transamerica Financial Advisors LLC lifted its position in shares of Vanguard Mid-Cap ETF by 5.8% during the first quarter. Transamerica Financial Advisors LLC now owns 81,138 shares of the company’s stock worth $20,984,000 after acquiring an additional 4,464 shares in the last quarter. Ieq Capital LLC lifted its position in shares of Vanguard Mid-Cap ETF by 22.4% during the first quarter. Ieq Capital LLC now owns 12,388 shares of the company’s stock worth $3,204,000 after acquiring an additional 2,267 shares in the last quarter. Finally, CreativeOne Wealth LLC increased its holdings in shares of Vanguard Mid-Cap ETF by 71.1% in the first quarter. CreativeOne Wealth LLC now owns 7,855 shares of the company’s stock worth $2,031,000 after purchasing an additional 3,264 shares during the period.

Vanguard Mid-Cap ETF Stock Performance

Vanguard Mid-Cap ETF stock opened at $290.46 on Thursday. The stock has a market cap of $86.67 billion, a P/E ratio of 21.50 and a beta of 1.08. Vanguard Mid-Cap ETF has a fifty-two week low of $223.65 and a fifty-two week high of $291.61. The firm’s fifty day moving average price is $283.75 and its 200-day moving average price is $269.59.

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.