Planning Project LLC Makes New Investment in Vanguard Mid-Cap ETF $VO

Planning Project LLC purchased a new position in Vanguard Mid-Cap ETF (NYSEARCA:VO) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 18,239 shares of the company’s stock, valued at approximately $1,497,000. Vanguard Mid-Cap ETF comprises 0.3% of Planning Project LLC’s investment portfolio, making the stock its 13th biggest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Birchwood Financial Partners Inc. bought a new stake in Vanguard Mid-Cap ETF in the 4th quarter worth about $30,000. Versant Capital Management Inc lifted its stake in Vanguard Mid-Cap ETF by 300.0% during the 2nd quarter. Versant Capital Management Inc now owns 376 shares of the company’s stock valued at $30,000 after acquiring an additional 282 shares during the period. Core Wealth Advisors LLC purchased a new stake in shares of Vanguard Mid-Cap ETF during the 4th quarter valued at about $31,000. Timmons Wealth Management LLC purchased a new stake in shares of Vanguard Mid-Cap ETF during the 4th quarter valued at about $31,000. Finally, Cambient Family Office LLC bought a new stake in shares of Vanguard Mid-Cap ETF in the fourth quarter worth approximately $31,000.

Vanguard Mid-Cap ETF Price Performance

Shares of VO stock opened at $82.28 on Monday. The company has a 50 day moving average price of $81.71 and a 200-day moving average price of $78.16. Vanguard Mid-Cap ETF has a 52 week low of $69.44 and a 52 week high of $84.59. The firm has a market capitalization of $108.19 billion, a PE ratio of 21.50 and a beta of 0.99.

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.