Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO) is Orgel Wealth Management LLC’s 9th Largest Position

Orgel Wealth Management LLC trimmed its holdings in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO) by 14.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,612,521 shares of the company’s stock after selling 281,255 shares during the quarter. Vanguard S&P Small-Cap 600 ETF makes up about 4.4% of Orgel Wealth Management LLC’s portfolio, making the stock its 9th biggest position. Orgel Wealth Management LLC owned 6.17% of Vanguard S&P Small-Cap 600 ETF worth $174,443,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. VitalStone Financial LLC grew its position in Vanguard S&P Small-Cap 600 ETF by 61.0% in the 1st quarter. VitalStone Financial LLC now owns 285 shares of the company’s stock valued at $29,000 after acquiring an additional 108 shares during the last quarter. Sound Income Strategies LLC bought a new position in shares of Vanguard S&P Small-Cap 600 ETF in the third quarter worth about $30,000. Private Ocean LLC purchased a new position in Vanguard S&P Small-Cap 600 ETF in the 2nd quarter worth about $44,000. Mather Group LLC. bought a new stake in Vanguard S&P Small-Cap 600 ETF during the 2nd quarter valued at about $47,000. Finally, International Assets Investment Management LLC purchased a new stake in Vanguard S&P Small-Cap 600 ETF in the 2nd quarter valued at about $60,000.

Vanguard S&P Small-Cap 600 ETF Price Performance

Shares of VIOO stock opened at $109.30 on Friday. The company has a market capitalization of $2.86 billion, a P/E ratio of 6.18 and a beta of 1.18. The company’s 50-day simple moving average is $105.78 and its two-hundred day simple moving average is $101.82. Vanguard S&P Small-Cap 600 ETF has a one year low of $80.90 and a one year high of $111.25.

Vanguard S&P Small-Cap 600 ETF Profile

The Vanguard S&P Small-Cap 600 ETF (VIOO) is an exchange-traded fund that is based on the S&P Small Cap 600 index, a market-cap-weighted index of 600 small-cap US stocks selected by an S&P Committee. VIOO was launched on Sep 7, 2010 and is managed by Vanguard.