Halpern Financial Inc. Lowers Stock Holdings in Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV)

Halpern Financial Inc. reduced its position in shares of Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV) by 55.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,648 shares of the company’s stock after selling 2,043 shares during the period. Halpern Financial Inc.’s holdings in Vanguard S&P Mid-Cap 400 Value ETF were worth $156,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Trail Ridge Investment Advisors LLC boosted its stake in shares of Vanguard S&P Mid-Cap 400 Value ETF by 3.4% during the fourth quarter. Trail Ridge Investment Advisors LLC now owns 4,805 shares of the company’s stock valued at $419,000 after acquiring an additional 157 shares during the last quarter. B. Riley Wealth Advisors Inc. acquired a new position in shares of Vanguard S&P Mid-Cap 400 Value ETF during the 4th quarter valued at $238,000. PNC Financial Services Group Inc. lifted its position in Vanguard S&P Mid-Cap 400 Value ETF by 10.5% during the 4th quarter. PNC Financial Services Group Inc. now owns 2,356 shares of the company’s stock worth $205,000 after acquiring an additional 223 shares in the last quarter. Mather Group LLC. purchased a new position in Vanguard S&P Mid-Cap 400 Value ETF in the 1st quarter worth approximately $25,000. Finally, Bruce G. Allen Investments LLC acquired a new stake in Vanguard S&P Mid-Cap 400 Value ETF in the first quarter valued at approximately $63,000.

Vanguard S&P Mid-Cap 400 Value ETF Price Performance

Vanguard S&P Mid-Cap 400 Value ETF stock traded up $0.91 during midday trading on Friday, hitting $95.45. 6,920 shares of the stock were exchanged, compared to its average volume of 16,857. The company has a 50 day moving average price of $92.65 and a two-hundred day moving average price of $89.75. The firm has a market cap of $932.55 million, a P/E ratio of 6.72 and a beta of 1.07. Vanguard S&P Mid-Cap 400 Value ETF has a 1 year low of $71.72 and a 1 year high of $96.47.

Vanguard S&P Mid-Cap 400 Value ETF Company Profile

The Vanguard S&P Mid-Cap 400 Value ETF (IVOV) is an exchange-traded fund that is based on the S&P Mid Cap 400 Value index. The fund tracks an index of value-style securities from the Committee-selected S&P mid-cap 400. IVOV was launched on Sep 9, 2010 and is managed by Vanguard.