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

Valeo Financial Advisors LLC has raised its investment in the Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO) by 4.5% in the third quarter of this year. This increase is detailed in their latest Form 13F filing with the Securities and Exchange Commission. Following this investment, Valeo now holds a total of 2,734 shares of the ETF after acquiring an additional 118 shares during the quarter, with the overall value of its holdings amounting to approximately $296,000.

Other institutional investors and hedge funds have also made changes to their positions in the Vanguard S&P Small-Cap 600 ETF recently. For instance, Centaurus Financial Inc. increased its stake by 10.1% during the fourth quarter, bringing its total to 1,759 shares worth about $174,000 after purchasing an additional 162 shares in the last quarter. Similarly, BCS Wealth Management made a significant boost, raising its stake by 157.8% in the first quarter, amounting to 6,655 shares valued at $675,000 after acquiring 4,074 shares in the last quarter.

Additionally, 17 Capital Partners LLC established a new position in the ETF during the first quarter, estimated at around $319,000. Sebold Capital Management Inc. also increased its position by 1.5% in the first quarter, owning 61,228 shares worth $6,215,000 after buying an additional 889 shares. AdvisorNet Financial Inc. lifted its stake in the Vanguard S&P Small-Cap 600 ETF by 17.6% in the first quarter, now holding 41,985 shares valued at $4,261,000 after an extra purchase of 6,282 shares.

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

As of Tuesday, shares of the Vanguard S&P Small-Cap 600 ETF opened at $108.19. With a market capitalization of $2.83 billion, the ETF boasts a price-to-earnings (PE) ratio of 6.18 and a beta of 1.18, indicating its market performance relative to a benchmark. The ETF has experienced a 52-week low of $80.90 and a high of $111.25, reflecting its price volatility over the year. Currently, its 50-day moving average price stands at $105.09, while the 200-day moving average price is $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 closely tracks the performance of the S&P Small Cap 600 index. This index is designed to represent 600 small-cap stocks in the U.S. market, selected based on market capitalization by a committee from S&P. Launched on September 7, 2010, VIOO is managed by the Vanguard Group, a well-known investment management company.

Additional Insights

Investors may wish to consider other options available in the market as they explore their investment strategies. For instance, there are multiple stocks that analysts believe have greater potential than the Vanguard S&P Small-Cap 600 ETF. The topic of blue-chip companies and their reliability can also provide important insights when managing investment portfolios. Furthermore, high-dividend stocks such as Whirlpool could be attractive to income-focused investors, and sectors such as home improvement stocks may offer growth opportunities. This is an important time in financial markets, and investors are encouraged to educate themselves about all available options.

Valeo, ETF, Investment