Trinity Financial Advisors LLC Has $5.95 Million Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Trinity Financial Advisors LLC increased its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 91.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,565 shares of the company’s stock after buying an additional 10,773 shares during the quarter. Vanguard Mid-Cap ETF accounts for 2.3% of Trinity Financial Advisors LLC’s portfolio, making the stock its 14th biggest holding. Trinity Financial Advisors LLC’s holdings in Vanguard Mid-Cap ETF were worth $5,951,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in VO. Sugarloaf Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap ETF by 10.3% in the fourth quarter. Sugarloaf Wealth Management LLC now owns 794 shares of the company’s stock valued at $210,000 after purchasing an additional 74 shares in the last quarter. Heartwood Wealth Advisors LLC boosted its stake in Vanguard Mid-Cap ETF by 1.1% during the 4th quarter. Heartwood Wealth Advisors LLC now owns 141,132 shares of the company’s stock worth $37,277,000 after acquiring an additional 1,476 shares during the last quarter. Ridgewood Investments LLC boosted its position in shares of Vanguard Mid-Cap ETF by 4.7% during the fourth quarter. Ridgewood Investments LLC now owns 9,585 shares of the company’s stock worth $2,532,000 after purchasing an additional 427 shares in the last quarter. Hilltop National Bank lifted its holdings in Vanguard Mid-Cap ETF by 40.7% during the fourth quarter. Hilltop National Bank now owns 6,103 shares of the company’s stock worth $1,612,000 after acquiring an additional 1,764 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its position in shares of Vanguard Mid-Cap ETF by 3.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 147,065 shares of the company’s stock valued at $38,800,000 after purchasing an additional 4,355 shares during the period.

Vanguard Mid-Cap ETF Stock Performance

NYSEARCA VO traded down $3.57 on Friday, reaching $262.82. The company had a trading volume of 977,229 shares, compared to its average volume of 673,900. The firm has a market capitalization of $67.96 billion, a price-to-earnings ratio of 19.64 and a beta of 0.98. Vanguard Mid-Cap ETF has a 1-year low of $224.86 and a 1-year high of $285.60. The company’s fifty day moving average is $273.68 and its 200-day moving average is $260.98.

About Vanguard Mid-Cap ETF

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.