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 a recent filing with the United States Securities and Exchange Commission (SEC). This institutional investor now owns 56,544 shares of the fund after acquiring an additional 5,393 shares during the quarter. The total value of Mutual Advisors LLC’s investment in VIOV is approximately $5.07 million.

Several other institutional investors have also made significant adjustments to their positions in the Vanguard S&P Small-Cap 600 Value ETF. Janney Montgomery Scott LLC increased its stake by 4.4% in the first quarter, bringing its total to 8,438 shares, valued at around $708,000. Envestnet Portfolio Solutions Inc. saw a substantial increase of 205.6%, acquiring an additional 5,755 shares to own 8,554 shares valued at $718,000.

Cambridge Investment Research Advisors Inc. also raised its investment in the ETF by 11.9%, now holding 70,100 shares worth approximately $5.88 million after purchasing an additional 7,440 shares. Similarly, Mokosak Advisory Group LLC increased its stake by 4.2% to own 88,677 shares, valued at $7.44 million. Meanwhile, Inman Jager Wealth Management LLC boosted its holdings by 40.4%, acquiring an additional 4,838 shares for a total of 16,799 shares valued at around $1.41 million.

Current Market Performance of VIOV

As of Thursday, VIOV stock opened at $95.39. Over the past year, the ETF has experienced a low of $70.61 and a high of $102.53. Its 50-day moving average price stands at $93.91, while the 200-day moving average price is $86.88. The Vanguard S&P Small-Cap 600 Value ETF has a market capitalization of $1.42 billion, a price-to-earnings ratio of 13.90, and a beta of 1.19.

About Vanguard S&P Small-Cap 600 Value ETF

The Vanguard S&P Small-Cap 600 Value ETF, launched on September 7, 2010, tracks the S&P Small Cap 600 Value Index. It is designed to provide exposure to small-cap value companies selected from the S&P 600 index, allowing investors to tap into a specific segment of the market characterized by smaller firms with lower price-to-earnings ratios.

For those interested in the latest movements from institutional investors holding VIOV, additional details can be found on platforms like HoldingsChannel.com, which provides updates on recent 13F filings and insider trades associated with the Vanguard S&P Small-Cap 600 Value ETF.