Cadence Wealth Management LLC Raises Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Cadence Wealth Management LLC boosted its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 5.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,937 shares of the company’s stock after acquiring an additional 575 shares during the period. Vanguard Mid-Cap Value ETF accounts for about 1.4% of Cadence Wealth Management LLC’s investment portfolio, making the stock its 10th largest position. Cadence Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $1,731,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Betterment LLC raised its stake in Vanguard Mid-Cap Value ETF by 2.2% during the 3rd quarter. Betterment LLC now owns 10,693,378 shares of the company’s stock worth $1,400,405,000 after acquiring an additional 228,509 shares during the period. Assetmark Inc. grew its holdings in Vanguard Mid-Cap Value ETF by 3.3% during the 3rd quarter. Assetmark Inc. now owns 2,884,528 shares of the company’s stock valued at $377,758,000 after buying an additional 92,793 shares in the last quarter. Royal Bank of Canada grew its holdings in Vanguard Mid-Cap Value ETF by 0.4% during the 3rd quarter. Royal Bank of Canada now owns 2,661,205 shares of the company’s stock valued at $348,511,000 after buying an additional 9,308 shares in the last quarter. TIAA Trust National Association grew its holdings in Vanguard Mid-Cap Value ETF by 1.3% during the 4th quarter. TIAA Trust National Association now owns 2,028,923 shares of the company’s stock valued at $294,214,000 after buying an additional 26,913 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in Vanguard Mid-Cap Value ETF by 0.5% during the 3rd quarter. Envestnet Asset Management Inc. now owns 1,783,037 shares of the company’s stock valued at $233,506,000 after buying an additional 9,512 shares in the last quarter.

Vanguard Mid-Cap Value ETF Stock Performance

VOE traded down $0.23 during trading on Friday, reaching $150.08. 279,178 shares of the company traded hands, compared to its average volume of 437,850. Vanguard Mid-Cap Value ETF has a 12-month low of $123.92 and a 12-month high of $156.27. The firm has a fifty day simple moving average of $150.67 and a 200 day simple moving average of $142.66. The company has a market cap of $15.97 billion, a P/E ratio of 14.82 and a beta of 0.87.

Vanguard Mid-Cap Value ETF 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.