LPL Financial LLC Has $35.27 Million Stake in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)

Posted by Francis Steltz on Mar 29th, 2025

LPL Financial LLC grew its position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 8.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 334,295 shares of the company’s stock after purchasing an additional 25,549 shares during the period. LPL Financial LLC’s holdings in Vanguard S&P Mid-Cap 400 ETF were worth $35,268,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Trifecta Capital Advisors LLC bought a new stake in Vanguard S&P Mid-Cap 400 ETF in the 4th quarter valued at approximately $27,000. VSM Wealth Advisory LLC bought a new position in shares of Vanguard S&P Mid-Cap 400 ETF during the 4th quarter worth approximately $39,000. Jones Financial Companies Lllp raised its holdings in shares of Vanguard S&P Mid-Cap 400 ETF by 58.3% in the fourth 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 last quarter. Farther Finance Advisors LLC lifted its position in shares of Vanguard S&P Mid-Cap 400 ETF by 102.6% in the fourth quarter. Farther Finance Advisors LLC now owns 618 shares of the company’s stock worth $65,000 after purchasing an additional 313 shares in the last quarter. Finally, FSA Wealth Management LLC acquired a new position in Vanguard S&P Mid-Cap 400 ETF during the third quarter worth $99,000.

Vanguard S&P Mid-Cap 400 ETF Trading Down 1.8 %

Vanguard S&P Mid-Cap 400 ETF stock opened at $98.55 on Friday. Vanguard S&P Mid-Cap 400 ETF has a 1-year low of $94.90 and a 1-year high of $115.71. The company has a fifty day simple moving average of $105.13 and a 200 day simple moving average of $106.80. The company has a market cap of $2.36 billion, a P/E ratio of 17.72 and a beta of 1.14.

Vanguard S&P Mid-Cap 400 ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Thursday, March 27th. Stockholders of record on Tuesday, March 25th were issued a $0.3464 dividend. The ex-dividend date of this dividend was Tuesday, March 25th.

About Vanguard S&P Mid-Cap 400 ETF

(Free Report)

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.