Castle Wealth Management LLC Acquires 2,469 Shares of Vanguard S&P Mid-Cap 400 ETF $IVOO

Castle Wealth Management LLC raised its holdings in shares of Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOOFree Report) by 43.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,188 shares of the company’s stock after acquiring an additional 2,469 shares during the quarter. Castle Wealth Management LLC’s holdings in Vanguard S&P Mid-Cap 400 ETF were worth $860,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Atticus Wealth Management LLC bought a new stake in Vanguard S&P Mid-Cap 400 ETF during the second quarter valued at about $43,000. Blair William & Co. IL increased its holdings in shares of Vanguard S&P Mid-Cap 400 ETF by 125.5% in the first quarter. Blair William & Co. IL now owns 451 shares of the company’s stock worth $45,000 after purchasing an additional 251 shares during the last quarter. Blue Bell Private Wealth Management LLC bought a new stake in shares of Vanguard S&P Mid-Cap 400 ETF in the first quarter worth about $80,000. AlphaCore Capital LLC bought a new stake in shares of Vanguard S&P Mid-Cap 400 ETF in the first quarter worth about $84,000. Finally, Geneos Wealth Management Inc. increased its holdings in shares of Vanguard S&P Mid-Cap 400 ETF by 35.8% in the first quarter. Geneos Wealth Management Inc. now owns 1,048 shares of the company’s stock worth $103,000 after purchasing an additional 276 shares during the last quarter.

Vanguard S&P Mid-Cap 400 ETF Trading Down 1.1%

Shares of IVOO stock opened at $109.56 on Thursday. Vanguard S&P Mid-Cap 400 ETF has a 12-month low of $84.85 and a 12-month high of $115.71. The stock’s 50-day moving average price is $110.19 and its 200-day moving average price is $104.82. The stock has a market capitalization of $2.84 billion, a price-to-earnings ratio of 18.32 and a beta of 1.13.

About Vanguard S&P Mid-Cap 400 ETF

(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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