Everhart Financial Group Inc. Has $7.02 Million Stock Position in Vanguard Mid-Cap Value ETF $VOE

Everhart Financial Group Inc. lifted its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 10.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,572 shares of the company’s stock after purchasing an additional 3,878 shares during the quarter. Vanguard Mid-Cap Value ETF accounts for approximately 0.7% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 24th biggest holding. Everhart Financial Group Inc.’s holdings in Vanguard Mid-Cap Value ETF were worth $7,019,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Triumph Capital Management bought a new position in Vanguard Mid-Cap Value ETF in the third quarter valued at $34,000. Caitlin John LLC bought a new stake in Vanguard Mid-Cap Value ETF during the 3rd quarter worth about $39,000. Tower Research Capital LLC TRC bought a new stake in Vanguard Mid-Cap Value ETF during the 2nd quarter worth about $42,000. Cary Street Partners Investment Advisory LLC acquired a new position in shares of Vanguard Mid-Cap Value ETF during the 3rd quarter worth about $49,000. Finally, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA acquired a new position in shares of Vanguard Mid-Cap Value ETF during the 3rd quarter worth about $52,000.

Vanguard Mid-Cap Value ETF Price Performance

Shares of NYSEARCA VOE opened at $181.01 on Friday. The business has a 50-day moving average of $188.00 and a 200-day moving average of $179.53. The stock has a market capitalization of $20.64 billion, a price-to-earnings ratio of 17.19 and a beta of 0.94. Vanguard Mid-Cap Value ETF has a fifty-two week low of $139.38 and a fifty-two week high of $194.93.

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.