Total Wealth Planning LLC Increases Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Total Wealth Planning LLC lifted its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 0.6% in the 4th quarter, Holdings Channel reports. The firm owned 160,045 shares of the company’s stock after acquiring an additional 918 shares during the period. Vanguard Mid-Cap Value ETF comprises 4.0% of Total Wealth Planning LLC’s investment portfolio, making the stock its 7th largest holding. Total Wealth Planning LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $25,890,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of VOE. Assetmark Inc. lifted its position in Vanguard Mid-Cap Value ETF by 4.0% during the third quarter. Assetmark Inc. now owns 3,653,982 shares of the company’s stock valued at $612,663,000 after purchasing an additional 141,385 shares during the last quarter. Axiom Advisory LLC grew 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 in the last quarter. Stephens Group Asset Management LLC increased 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 raised its position in Vanguard Mid-Cap Value ETF by 2.5% during the third quarter. LPL Financial LLC now owns 941,833 shares of the company’s stock valued at $157,917,000 after purchasing an additional 22,627 shares in the last quarter. Finally, EP Wealth Advisors LLC lifted its stake in Vanguard Mid-Cap Value ETF by 26.9% during the third quarter. EP Wealth Advisors LLC now owns 927,092 shares of the company’s stock worth $155,446,000 after purchasing an additional 196,458 shares during the last quarter.

Vanguard Mid-Cap Value ETF Trading Up 1.1 %

VOE opened at $165.62 on Friday. The stock has a market capitalization of $17.63 billion, a P/E ratio of 15.05 and a beta of 0.83. The stock has a 50-day moving average price of $167.72 and a 200-day moving average price of $163.67. Vanguard Mid-Cap Value ETF has a 12-month low of $140.12 and a 12-month high of $176.83.

About Vanguard Mid-Cap Value ETF

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.