Valeo Financial Advisors LLC Increases Investment in Vanguard S&P Small-Cap 600 ETF

Valeo Financial Advisors LLC has raised its stake in the Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO) by 4.5% during the third quarter, as disclosed in its latest Form 13F filing with the Securities and Exchange Commission. Following this acquisition, the fund now holds 2,734 shares of the ETF, having bought an additional 118 shares in the quarter. As of the end of this quarter, Valeo’s investment in the Vanguard S&P Small-Cap 600 ETF is valued at approximately $296,000.

In addition to Valeo Financial Advisors, several other institutional investors and hedge funds have adjusted their positions in this ETF recently. For instance, Centaurus Financial Inc. has increased its ownership in the Vanguard S&P Small-Cap 600 ETF by 10.1% during the fourth quarter, bringing their total to 1,759 shares worth $174,000 after purchasing an additional 162 shares. Similarly, BCS Wealth Management expanded its stake by an impressive 157.8% in the first quarter, now owning 6,655 shares valued at $675,000 after acquiring an additional 4,074 shares.

Moreover, 17 Capital Partners LLC entered the picture with a new position in the Vanguard S&P Small-Cap 600 ETF, investing around $319,000. Sebold Capital Management Inc. has also slightly increased its stake by 1.5%, reaching a total of 61,228 shares valued at $6,215,000 after adding 889 shares in the same quarter. AdvisorNet Financial Inc. lifted its investment by 17.6% in the first quarter, accumulating 41,985 shares worth approximately $4,261,000 after buying an additional 6,282 shares.

Current Performance of Vanguard S&P Small-Cap 600 ETF

As of Tuesday, the Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO) opened at $108.19. The ETF boasts a market capitalization of around $2.83 billion, with a PE ratio of 6.18 and a beta of 1.18. Over the past 52 weeks, it has recorded a low of $80.90 and a high of $111.25. The stock's 50-day moving average stands at $105.09, while the 200-day moving average is currently at $101.59.

Overview of Vanguard S&P Small-Cap 600 ETF

The Vanguard S&P Small-Cap 600 ETF (VIOO) is an exchange-traded fund that is designed to track the performance of the S&P Small Cap 600 Index, which includes 600 small-cap U.S. stocks selected based on certain criteria by the S&P Committee. The ETF was launched on September 7, 2010, and is managed by Vanguard, a well-known entity in the asset management industry.

Valeo, Vanguard, Investment