Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO) is Francis Financial Inc.’s 8th Largest Position

Francis Financial Inc. grew its holdings in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO) by 14.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 156,625 shares of the company’s stock after acquiring an additional 20,017 shares during the quarter. Vanguard S&P Mid-Cap 400 ETF comprises 3.8% of Francis Financial Inc.’s investment portfolio, making the stock its 8th biggest holding. Francis Financial Inc. owned about 0.80% of Vanguard S&P Mid-Cap 400 ETF worth $16,524,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in IVOO. Edge Financial Advisors LLC raised its holdings in Vanguard S&P Mid-Cap 400 ETF by 0.7% during the fourth quarter. Edge Financial Advisors LLC now owns 16,112 shares of the company’s stock worth $1,700,000 after purchasing an additional 114 shares in the last quarter. Thoroughbred Financial Services LLC increased its position in shares of Vanguard S&P Mid-Cap 400 ETF by 3.4% during the fourth quarter. Thoroughbred Financial Services LLC now owns 3,531 shares of the company’s stock worth $372,000 after purchasing an additional 117 shares in the last quarter. Jones Financial Companies Lllp boosted its position in shares of Vanguard S&P Mid-Cap 400 ETF by 58.3% in the 4th quarter. Jones Financial Companies Lllp now owns 475 shares of the company’s stock valued at $50,000 after purchasing an additional 175 shares during the period. Crestwood Advisors Group LLC grew its stake in Vanguard S&P Mid-Cap 400 ETF by 7.1% during the 4th quarter. Crestwood Advisors Group LLC now owns 3,215 shares of the company’s stock worth $339,000 after buying an additional 212 shares during the last quarter. Finally, Trifecta Capital Advisors LLC acquired a new position in Vanguard S&P Mid-Cap 400 ETF during the fourth quarter worth approximately $27,000.

Vanguard S&P Mid-Cap 400 ETF Trading Down 0.1 %

Shares of IVOO opened at $99.74 on Friday. The company’s 50 day simple moving average is $96.67 and its 200-day simple moving average is $104.49. Vanguard S&P Mid-Cap 400 ETF has a 12-month low of $84.85 and a 12-month high of $115.71. The firm has a market cap of $2.51 billion, a PE ratio of 16.94 and a beta of 1.08.

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.