Peak Retirement Planning Inc. Takes $2.63 Million Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Peak Retirement Planning Inc. purchased a new stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 16,275 shares of the company’s stock, valued at approximately $2,631,000. Vanguard Mid-Cap Value ETF comprises 1.8% of Peak Retirement Planning Inc.’s portfolio, making the stock its 16th biggest position.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Strategic Financial Concepts LLC grew its position in shares of Vanguard Mid-Cap Value ETF by 16,166.4% in the 4th quarter. Strategic Financial Concepts LLC now owns 912,872 shares of the company’s stock valued at $147,675,000 after purchasing an additional 907,260 shares during the period. Wealthfront Advisers LLC grew its position in shares of Vanguard Mid-Cap Value ETF by 6,919.6% in the 4th quarter. Wealthfront Advisers LLC now owns 775,100 shares of the company’s stock valued at $125,388,000 after purchasing an additional 764,058 shares during the period. Raymond James Financial Inc. acquired a new position in shares of Vanguard Mid-Cap Value ETF in the 4th quarter valued at approximately $105,599,000. Wells Fargo & Company MN grew its position in shares of Vanguard Mid-Cap Value ETF by 19.1% in the 4th quarter. Wells Fargo & Company MN now owns 2,247,147 shares of the company’s stock valued at $363,521,000 after purchasing an additional 359,944 shares during the period. Finally, EP Wealth Advisors LLC grew its position in shares of Vanguard Mid-Cap Value ETF by 37.7% in the 4th quarter. EP Wealth Advisors LLC now owns 1,276,253 shares of the company’s stock valued at $206,459,000 after purchasing an additional 349,161 shares during the period.

Vanguard Mid-Cap Value ETF Stock Performance

Shares of VOE opened at $159.50 on Friday. The stock has a 50 day simple moving average of $156.30 and a 200 day simple moving average of $162.82. Vanguard Mid-Cap Value ETF has a 52-week low of $139.38 and a 52-week high of $176.83. The firm has a market capitalization of $17.32 billion, a PE ratio of 17.92 and a beta of 0.94.

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.