Francis Financial Inc. Boosts Stock Holdings in Vanguard S&P Mid-Cap 400 ETF $IVOO

Francis Financial Inc. increased its holdings in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOOFree Report) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 162,744 shares of the company’s stock after purchasing an additional 7,566 shares during the quarter. Vanguard S&P Mid-Cap 400 ETF makes up approximately 3.6% of Francis Financial Inc.’s holdings, making the stock its 8th largest holding. Francis Financial Inc. owned about 0.61% of Vanguard S&P Mid-Cap 400 ETF worth $18,195,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Optima Capital LLC bought a new stake in shares of Vanguard S&P Mid-Cap 400 ETF in the fourth quarter worth about $39,000. Lodestone Wealth Management LLC bought a new stake in shares of Vanguard S&P Mid-Cap 400 ETF in the fourth quarter worth about $43,000. Financial Life Planners bought a new stake in shares of Vanguard S&P Mid-Cap 400 ETF in the third quarter worth about $44,000. Blair William & Co. IL grew its stake in shares of Vanguard S&P Mid-Cap 400 ETF by 81.7% in the third quarter. Blair William & Co. IL now owns 456 shares of the company’s stock worth $50,000 after purchasing an additional 205 shares during the last quarter. Finally, Clearstead Advisors LLC grew its stake in shares of Vanguard S&P Mid-Cap 400 ETF by 389.1% in the third quarter. Clearstead Advisors LLC now owns 538 shares of the company’s stock worth $59,000 after purchasing an additional 428 shares during the last quarter.

Vanguard S&P Mid-Cap 400 ETF Price Performance

NYSEARCA IVOO opened at $125.14 on Friday. The stock has a market capitalization of $3.46 billion, a PE ratio of 18.32 and a beta of 1.01. Vanguard S&P Mid-Cap 400 ETF has a 1 year low of $101.61 and a 1 year high of $127.97. The business’s 50-day moving average is $121.92 and its 200 day moving average is $117.85.

Vanguard S&P Mid-Cap 400 ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)

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