Smallwood Wealth Investment Management LLC Cuts Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Smallwood Wealth Investment Management LLC reduced its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,669 shares of the company’s stock after selling 790 shares during the period. Vanguard Mid-Cap Value ETF accounts for 4.7% of Smallwood Wealth Investment Management LLC’s portfolio, making the stock its 4th largest position. Smallwood Wealth Investment Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $6,902,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Planning Capital Management Corp purchased a new stake in shares of Vanguard Mid-Cap Value ETF in the 3rd quarter worth about $29,000. Tompkins Financial Corp bought a new stake in Vanguard Mid-Cap Value ETF during the fourth quarter worth about $32,000. ORG Partners LLC purchased a new stake in Vanguard Mid-Cap Value ETF in the third quarter worth about $35,000. SouthState Corp bought a new position in shares of Vanguard Mid-Cap Value ETF during the third quarter valued at approximately $42,000. Finally, Northwest Investment Counselors LLC purchased a new position in shares of Vanguard Mid-Cap Value ETF during the third quarter valued at approximately $44,000.

Vanguard Mid-Cap Value ETF Stock Up 0.1 %

Shares of VOE opened at $166.61 on Friday. Vanguard Mid-Cap Value ETF has a 52 week low of $141.68 and a 52 week high of $176.83. The stock has a market cap of $17.73 billion, a P/E ratio of 15.05 and a beta of 0.83. The business’s 50 day moving average price is $167.31 and its 200-day moving average price is $164.26.

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.