Total Wealth Planning LLC Has $25.89 Million Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Total Wealth Planning LLC increased its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 0.6% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 160,045 shares of the company’s stock after buying an additional 918 shares during the quarter. Vanguard Mid-Cap Value ETF accounts for approximately 4.0% of Total Wealth Planning LLC’s portfolio, making the stock its 7th largest holding. Total Wealth Planning LLC owned 0.15% of Vanguard Mid-Cap Value ETF worth $25,890,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in VOE. Assetmark Inc. boosted 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 worth $612,663,000 after purchasing an additional 141,385 shares during the period. Axiom Advisory LLC raised its stake in shares of Vanguard Mid-Cap Value ETF by 13.6% during the 3rd quarter. Axiom Advisory LLC now owns 1,416,880 shares of the company’s stock valued at $225,266,000 after purchasing an additional 169,810 shares during the period. Stephens Group Asset Management LLC lifted its holdings in Vanguard Mid-Cap Value ETF by 0.5% during the 4th quarter. Stephens Group Asset Management LLC now owns 982,757 shares of the company’s stock worth $158,981,000 after purchasing an additional 4,724 shares in the last quarter. LPL Financial LLC boosted its stake in Vanguard Mid-Cap Value ETF by 2.5% in the 3rd quarter. LPL Financial LLC now owns 941,833 shares of the company’s stock worth $157,917,000 after purchasing an additional 22,627 shares during the period. Finally, EP Wealth Advisors LLC grew its holdings in 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 buying an additional 196,458 shares in the last quarter.

Vanguard Mid-Cap Value ETF Trading Up 1.1 %

VOE stock opened at $165.62 on Friday. The firm has a 50 day moving average of $167.72 and a 200-day moving average of $163.67. The firm has a market capitalization of $17.63 billion, a P/E ratio of 15.05 and a beta of 0.83. 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.