Waverly Advisors LLC Has $61.93 Million Stock Position in Vanguard Mid-Cap Growth ETF $VOT

Waverly Advisors LLC lowered its stake in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) by 3.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 240,640 shares of the company’s stock after selling 8,473 shares during the quarter. Waverly Advisors LLC owned about 0.38% of Vanguard Mid-Cap Growth ETF worth $61,929,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. EP Wealth Advisors LLC bought a new stake in Vanguard Mid-Cap Growth ETF in the 4th quarter valued at $392,288,000. Busey Bank increased its holdings in Vanguard Mid-Cap Growth ETF by 4,378.8% during the 4th quarter. Busey Bank now owns 240,737 shares of the company’s stock worth $67,199,000 after purchasing an additional 235,362 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in shares of Vanguard Mid-Cap Growth ETF by 22.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 902,235 shares of the company’s stock valued at $251,850,000 after purchasing an additional 163,438 shares during the period. CIBC Private Wealth Group LLC raised its stake in shares of Vanguard Mid-Cap Growth ETF by 676.3% in the 4th quarter. CIBC Private Wealth Group LLC now owns 174,148 shares of the company’s stock valued at $48,612,000 after purchasing an additional 151,715 shares during the period. Finally, Sharp Wealth Advisory LLC bought a new stake in shares of Vanguard Mid-Cap Growth ETF in the first quarter valued at about $28,845,000.

Vanguard Mid-Cap Growth ETF Price Performance

VOT stock opened at $292.16 on Friday. The stock has a market capitalization of $18.99 billion, a P/E ratio of 31.98 and a beta of 1.15. The business has a 50-day moving average of $297.97 and a 200-day moving average of $283.68. Vanguard Mid-Cap Growth ETF has a fifty-two week low of $248.23 and a fifty-two week high of $309.44.

About Vanguard Mid-Cap Growth ETF

Vanguard Mid-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Mid-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Mid Cap Growth Index (the Index). The Index is a diversified index of growth stocks of medium-size United States companies. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.