Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Stock Holdings Reduced by BKM Wealth Management LLC

Posted by Latisha Jones on Feb 18th, 2025

BKM Wealth Management LLC lowered its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 1.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,984 shares of the company’s stock after selling 120 shares during the quarter. BKM Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $1,130,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Roxbury Financial LLC purchased a new position in Vanguard Mid-Cap Value ETF in the fourth quarter valued at about $29,000. Planning Capital Management Corp purchased a new position in Vanguard Mid-Cap Value ETF in the third quarter valued at about $29,000. Tompkins Financial Corp purchased a new position in Vanguard Mid-Cap Value ETF in the fourth quarter valued at about $32,000. Realta Investment Advisors purchased a new position in Vanguard Mid-Cap Value ETF in the fourth quarter valued at about $32,000. Finally, Stonebridge Financial Group LLC purchased a new position in Vanguard Mid-Cap Value ETF in the fourth quarter valued at about $37,000.

Vanguard Mid-Cap Value ETF Price Performance

Shares of NYSEARCA VOE opened at $164.97 on Tuesday. The business’s 50-day moving average price is $164.67 and its two-hundred day moving average price is $165.51. Vanguard Mid-Cap Value ETF has a one year low of $144.66 and a one year high of $176.83. The company has a market capitalization of $17.56 billion, a P/E ratio of 15.05 and a beta of 0.83.

Vanguard Mid-Cap Value ETF Profile

(Free Report)

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.