LWM Advisors Inc. Has $302,000 Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

LWM Advisors Inc. increased its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 28.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,896 shares of the company’s stock after purchasing an additional 424 shares during the period. Vanguard Mid-Cap Value ETF accounts for 0.3% of LWM Advisors Inc.’s portfolio, making the stock its 18th largest holding. LWM Advisors Inc.’s holdings in Vanguard Mid-Cap Value ETF were worth $302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. Twin Focus Capital Partners LLC raised its position in Vanguard Mid-Cap Value ETF by 1.9% in the 1st quarter. Twin Focus Capital Partners LLC now owns 37,374 shares of the company’s stock worth $6,000,000 after purchasing an additional 699 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in Vanguard Mid-Cap Value ETF by 2.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 26,039 shares of the company’s stock worth $4,180,000 after purchasing an additional 524 shares during the last quarter. Horizon Investments LLC raised its position in Vanguard Mid-Cap Value ETF by 13.3% in the 1st quarter. Horizon Investments LLC now owns 2,191 shares of the company’s stock worth $352,000 after purchasing an additional 258 shares during the last quarter. Kovitz Investment Group Partners LLC raised its position in Vanguard Mid-Cap Value ETF by 1.4% in the 1st quarter. Kovitz Investment Group Partners LLC now owns 4,633 shares of the company’s stock worth $744,000 after purchasing an additional 65 shares during the last quarter. Finally, HighTower Advisors LLC raised its position in Vanguard Mid-Cap Value ETF by 31.3% in the 1st quarter. HighTower Advisors LLC now owns 282,016 shares of the company’s stock worth $45,275,000 after purchasing an additional 67,155 shares during the last quarter.

Vanguard Mid-Cap Value ETF Price Performance

VOE stock opened at $170.14 on Friday. Vanguard Mid-Cap Value ETF has a fifty-two week low of $139.38 and a fifty-two week high of $176.83. The stock has a market capitalization of $18.47 billion, a PE ratio of 17.19 and a beta of 1.05. The company has a 50 day moving average price of $166.28 and a 200 day moving average price of $161.87.

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.