Vanguard Mid-Cap Value ETF $VOE is Avion Wealth’s 4th Largest Position

Avion Wealth reduced its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 2.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 162,867 shares of the company’s stock after selling 4,529 shares during the period. Vanguard Mid-Cap Value ETF comprises 6.1% of Avion Wealth’s portfolio, making the stock its 4th largest holding. Avion Wealth owned 0.14% of Vanguard Mid-Cap Value ETF worth $28,887,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Assetmark Inc. increased its position in Vanguard Mid-Cap Value ETF by 2.5% in the fourth quarter. Assetmark Inc. now owns 4,524,777 shares of the company’s stock worth $802,560,000 after buying an additional 109,932 shares in the last quarter. Inlight Wealth Management LLC increased its position in Vanguard Mid-Cap Value ETF by 148.8% in the fourth quarter. Inlight Wealth Management LLC now owns 37,343 shares of the company’s stock worth $6,624,000 after buying an additional 22,335 shares in the last quarter. Patriot Investment Management Group Inc. increased its position in Vanguard Mid-Cap Value ETF by 8.9% in the fourth quarter. Patriot Investment Management Group Inc. now owns 9,145 shares of the company’s stock worth $1,622,000 after buying an additional 745 shares in the last quarter. Kelsey Financial LLC purchased a new stake in Vanguard Mid-Cap Value ETF in the fourth quarter worth about $536,000. Finally, Greenup Street Wealth Management LLC increased its position in Vanguard Mid-Cap Value ETF by 160.0% in the fourth quarter. Greenup Street Wealth Management LLC now owns 42,474 shares of the company’s stock worth $7,534,000 after buying an additional 26,135 shares in the last quarter.

Vanguard Mid-Cap Value ETF Stock Up 0.6%

Shares of VOE opened at $190.14 on Tuesday. The business has a 50-day simple moving average of $188.25 and a two-hundred day simple moving average of $181.10. The stock has a market cap of $21.90 billion, a price-to-earnings ratio of 17.19 and a beta of 0.89. Vanguard Mid-Cap Value ETF has a 52 week low of $147.14 and a 52 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.