Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Stock Position Lifted by OLIO Financial Planning

OLIO Financial Planning raised its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 24.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 83,442 shares of the company’s stock after purchasing an additional 16,395 shares during the quarter. Vanguard Mid-Cap Value ETF accounts for 4.7% of OLIO Financial Planning’s investment portfolio, making the stock its 6th largest position. OLIO Financial Planning owned approximately 0.08% of Vanguard Mid-Cap Value ETF worth $13,498,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in VOE. Assetmark Inc. boosted its holdings in shares of Vanguard Mid-Cap Value ETF by 4.0% in the 3rd quarter. Assetmark Inc. now owns 3,653,982 shares of the company’s stock worth $612,663,000 after buying an additional 141,385 shares during the last quarter. Axiom Advisory LLC raised its position in Vanguard Mid-Cap Value ETF by 13.6% in the third quarter. Axiom Advisory LLC now owns 1,416,880 shares of the company’s stock worth $225,266,000 after acquiring an additional 169,810 shares during the period. Stephens Group Asset Management LLC boosted its stake in Vanguard Mid-Cap Value ETF by 0.5% in the fourth quarter. Stephens Group Asset Management LLC now owns 982,757 shares of the company’s stock valued at $158,981,000 after acquiring an additional 4,724 shares during the last quarter. LPL Financial LLC grew its position in shares of Vanguard Mid-Cap Value ETF by 2.5% during the 3rd quarter. LPL Financial LLC now owns 941,833 shares of the company’s stock valued at $157,917,000 after acquiring an additional 22,627 shares during the period. Finally, EP Wealth Advisors LLC grew its position in shares of Vanguard Mid-Cap Value ETF by 26.9% during the 3rd quarter. EP Wealth Advisors LLC now owns 927,092 shares of the company’s stock valued at $155,446,000 after acquiring an additional 196,458 shares during the period.

Vanguard Mid-Cap Value ETF Trading Up 0.1 %

NYSEARCA:VOE opened at $166.71 on Monday. Vanguard Mid-Cap Value ETF has a 12 month low of $141.68 and a 12 month high of $176.83. The firm’s 50 day moving average is $167.18 and its 200 day moving average is $164.59. The stock has a market capitalization of $17.74 billion, a PE ratio of 15.05 and a beta of 0.83.

Vanguard Mid-Cap Value ETF Company Profile

Vanguard Mid-Cap Value Index Fund (Fund) is an open-end investment company, or mutual fund. The fund offers two classes of shares: Investor Shares and ETF Shares. Investor Shares are available to any investor who meets the fund’s minimum purchase requirements. ETF Shares can be purchased and sold through a broker.