Waverly Advisors LLC Sells 12,550 Shares of Vanguard Mid-Cap Value ETF $VOE

Waverly Advisors LLC cut its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 2.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 529,934 shares of the company’s stock after selling 12,550 shares during the quarter. Vanguard Mid-Cap Value ETF makes up 0.7% of Waverly Advisors LLC’s portfolio, making the stock its 23rd largest holding. Waverly Advisors LLC owned about 0.46% of Vanguard Mid-Cap Value ETF worth $97,656,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of VOE. Retirement Financial Solutions LLC lifted its position in Vanguard Mid-Cap Value ETF by 1.0% during the 4th quarter. Retirement Financial Solutions LLC now owns 5,358 shares of the company’s stock valued at $950,000 after purchasing an additional 54 shares during the period. Accurate Wealth Management LLC raised its position in shares of Vanguard Mid-Cap Value ETF by 3.4% in the 4th quarter. Accurate Wealth Management LLC now owns 1,673 shares of the company’s stock valued at $306,000 after acquiring an additional 55 shares during the period. Clarity Capital Advisors LLC boosted its stake in Vanguard Mid-Cap Value ETF by 2.2% during the 4th quarter. Clarity Capital Advisors LLC now owns 2,513 shares of the company’s stock worth $446,000 after acquiring an additional 55 shares during the last quarter. Warner Financial Inc. boosted its stake in Vanguard Mid-Cap Value ETF by 0.9% during the 4th quarter. Warner Financial Inc. now owns 6,306 shares of the company’s stock worth $1,118,000 after acquiring an additional 58 shares during the last quarter. Finally, Retirement Planning Group LLC grew its holdings in Vanguard Mid-Cap Value ETF by 3.5% during the fourth quarter. Retirement Planning Group LLC now owns 1,780 shares of the company’s stock valued at $316,000 after purchasing an additional 61 shares during the period.

Vanguard Mid-Cap Value ETF Stock Performance

Shares of NYSEARCA VOE opened at $204.78 on Friday. Vanguard Mid-Cap Value ETF has a 52-week low of $164.45 and a 52-week high of $205.48. The stock has a market cap of $23.74 billion, a P/E ratio of 17.19 and a beta of 0.85. The firm has a 50 day moving average price of $197.87 and a 200 day moving average price of $191.63.

Vanguard Mid-Cap Value ETF 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.