OLIO Financial Planning Lowers Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

OLIO Financial Planning lowered its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 0.7% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 67,047 shares of the company’s stock after selling 441 shares during the quarter. Vanguard Mid-Cap Value ETF comprises 4.2% of OLIO Financial Planning’s holdings, making the stock its 7th biggest position. OLIO Financial Planning owned 0.06% of Vanguard Mid-Cap Value ETF worth $9,755,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the stock. McClarren Financial Advisors Inc. increased its position in Vanguard Mid-Cap Value ETF by 81.2% during the 4th quarter. McClarren Financial Advisors Inc. now owns 5,554 shares of the company’s stock worth $805,000 after purchasing an additional 2,489 shares in the last quarter. Three Bridge Wealth Advisors LLC lifted its position in shares of Vanguard Mid-Cap Value ETF by 3.5% during the 4th quarter. Three Bridge Wealth Advisors LLC now owns 5,007 shares of the company’s stock worth $726,000 after buying an additional 167 shares in the last quarter. McAdam LLC increased its position in shares of Vanguard Mid-Cap Value ETF by 8.1% during the 4th quarter. McAdam LLC now owns 237,828 shares of the company’s stock valued at $34,487,000 after purchasing an additional 17,815 shares during the last quarter. Falcon Wealth Planning raised its position in Vanguard Mid-Cap Value ETF by 3.1% in the fourth quarter. Falcon Wealth Planning now owns 208,155 shares of the company’s stock worth $30,185,000 after acquiring an additional 6,204 shares during the period. Finally, SC&H Financial Advisors Inc. grew its holdings in Vanguard Mid-Cap Value ETF by 4.5% during the fourth quarter. SC&H Financial Advisors Inc. now owns 9,798 shares of the company’s stock valued at $1,421,000 after purchasing an additional 425 shares during the period.

Vanguard Mid-Cap Value ETF Price Performance

Shares of VOE traded up $0.30 during midday trading on Thursday, hitting $150.10. 330,401 shares of the company traded hands, compared to its average volume of 373,952. Vanguard Mid-Cap Value ETF has a one year low of $123.92 and a one year high of $156.27. The firm has a market cap of $15.98 billion, a P/E ratio of 15.05 and a beta of 0.83. The stock has a 50-day moving average of $151.89 and a 200-day moving average of $148.75.

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.