EverSource Wealth Advisors LLC trimmed its position in shares of Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 24.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 571 shares of the company’s stock after selling 188 shares during the period. EverSource Wealth Advisors LLC’s holdings in Vanguard S&P Mid-Cap 400 ETF were worth $60,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in IVOO. Warwick Investment Management Inc. grew its holdings in Vanguard S&P Mid-Cap 400 ETF by 18.3% during the 4th quarter. Warwick Investment Management Inc. now owns 16,730 shares of the company’s stock worth $1,765,000 after acquiring an additional 2,591 shares in the last quarter. HighTower Advisors LLC acquired a new position in Vanguard S&P Mid-Cap 400 ETF during the 4th quarter worth $208,000. Fairway Wealth LLC grew its holdings in Vanguard S&P Mid-Cap 400 ETF by 26.7% during the 4th quarter. Fairway Wealth LLC now owns 17,535 shares of the company’s stock worth $1,850,000 after acquiring an additional 3,690 shares in the last quarter. SoundView Advisors Inc. acquired a new position in Vanguard S&P Mid-Cap 400 ETF during the 4th quarter worth $2,113,000. Finally, Independent Advisor Alliance acquired a new position in Vanguard S&P Mid-Cap 400 ETF during the 4th quarter worth $372,000.
Vanguard S&P Mid-Cap 400 ETF Price Performance
Shares of IVOO stock opened at $101.14 on Thursday. The firm has a market cap of $2.42 billion, a P/E ratio of 17.72 and a beta of 1.14. Vanguard S&P Mid-Cap 400 ETF has a 1-year low of $94.90 and a 1-year high of $115.71. The firm has a fifty day moving average of $106.05 and a two-hundred day moving average of $106.88.
About Vanguard S&P Mid-Cap 400 ETF
The Vanguard S&P Mid-Cap 400 ETF (IVOO) is an exchange-traded fund that is based on the S&P Mid Cap 400 index. The fund tracks a market cap-weighted index of mid-cap US companies. IVOO was launched on Sep 9, 2010 and is managed by Vanguard.
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