Mutual Advisors LLC Boosts Stake in Vanguard S&P Small-Cap ETF

Mutual Advisors LLC has increased its holdings in the Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA: VIOV) by 10.5% during the second quarter of 2023. According to the firm’s latest filing with the U.S. Securities and Exchange Commission (SEC), Mutual Advisors now owns 56,544 shares of the ETF after acquiring an additional 5,393 shares in the quarter. The total value of Mutual Advisors’ investment in the Vanguard ETF is approximately $5,067,000.

Several other institutional investors have also recently adjusted their stakes in the Vanguard S&P Small-Cap 600 Value ETF. Notably, Janney Montgomery Scott LLC increased its investment by 4.4% in the first quarter, bringing its total ownership to 8,438 shares, valued at $708,000 after purchasing an additional 357 shares.

Another significant adjustment came from Envestnet Portfolio Solutions Inc., which boosted its stake by an impressive 205.6% in the same quarter. The firm now holds 8,554 shares worth $718,000 after acquiring 5,755 additional shares. Similarly, Cambridge Investment Research Advisors Inc. raised its holdings by 11.9%, resulting in 70,100 shares valued at $5,882,000 after adding 7,440 shares.

Additionally, Mokosak Advisory Group LLC increased its stake by 4.2% and now owns 88,677 shares, valued at $7,442,000, following the purchase of 3,614 shares. Lastly, Inman Jager Wealth Management LLC raised its investment by 40.4%, acquiring 16,799 shares now worth $1,410,000 after buying 4,838 shares.

Market Performance and Overview

As of the latest trading session, VIOV stock opened at $95.39. Over the past year, the ETF has seen a low of $70.61 and a high of $102.53. The stock’s 50-day moving average price is $93.91, while the 200-day moving average stands at $86.88. The fund currently holds a market capitalization of $1.42 billion, with a price-to-earnings ratio of 13.90 and a beta of 1.19.

The Vanguard S&P Small-Cap 600 Value ETF, launched on September 7, 2010, is designed to track a market cap-weighted index of small-cap value companies included in the S&P 600. The fund is managed by Vanguard, a reputation known for its low-cost investment options.

Investors interested in the Vanguard S&P Small-Cap 600 Value ETF can explore more about its holdings and recent transactions. For the latest updates on institutional investments, visit HoldingsChannel.com to view recent 13F filings and insider trades concerning VIOV.