Valeo Financial Advisors LLC Expands Holdings in Vanguard S&P Small-Cap 600 ETF

Valeo Financial Advisors LLC has increased its investment in the Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO), boosting its stake by 4.5% during the third quarter of the year. This information was disclosed in the company's most recent Form 13F filing with the Securities and Exchange Commission (SEC). Following this increase, Valeo Financial Advisors now holds a total of 2,734 shares of the ETF, having added an additional 118 shares in the last quarter. The total value of Valeo's holdings in the Vanguard S&P Small-Cap 600 ETF was approximately $296,000 at the end of the recent quarter.

In addition to Valeo Financial Advisors, several other institutional investors and hedge funds have also made adjustments to their positions in the Vanguard S&P Small-Cap 600 ETF. For example, Centaurus Financial Inc. raised its stake by 10.1% in the fourth quarter and now owns 1,759 shares, valued at around $174,000, after acquiring an additional 162 shares. Similarly, BCS Wealth Management significantly increased its position in the ETF by 157.8% in the first quarter, bringing its total to 6,655 shares worth approximately $675,000 after buying an extra 4,074 shares. 17 Capital Partners LLC also entered a new position in the ETF during the first quarter, worth about $319,000.

Moreover, Sebold Capital Management Inc. raised its stake in the Vanguard S&P Small-Cap 600 ETF by 1.5% in the first quarter, resulting in ownership of 61,228 shares valued at $6,215,000 after adding 889 shares. AdvisorNet Financial Inc. also increased its holdings by 17.6% in the first quarter, now owning 41,985 shares valued at around $4,261,000 after purchasing an additional 6,282 shares.

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

As trading resumed on Tuesday, the Vanguard S&P Small-Cap 600 ETF was priced at $108.19. The fund has a market capitalization of $2.83 billion and a price-to-earnings (PE) ratio of 6.18, with a beta of 1.18. Over the past year, the ETF's stock has recorded a low of $80.90 and a high of $111.25. The current 50-day moving average stands at $105.09, while the 200-day moving average is 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 tracks the S&P Small Cap 600 index, which is comprised of 600 small-cap companies in the United States. The index is selected by an S&P committee and is weighted based on market capitalization. VIOO was established on September 7, 2010, and is managed by Vanguard.

Valeo, Investments, ETF