Falcon Wealth Planning Grows Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Falcon Wealth Planning boosted its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 2.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 167,208 shares of the company’s stock after acquiring an additional 3,912 shares during the period. Vanguard Mid-Cap Value ETF accounts for about 3.0% of Falcon Wealth Planning’s investment portfolio, making the stock its 14th largest holding. Falcon Wealth Planning owned about 0.16% of Vanguard Mid-Cap Value ETF worth $27,049,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the business. World Investment Advisors LLC lifted its stake in shares of Vanguard Mid-Cap Value ETF by 3,377.3% in the third quarter. World Investment Advisors LLC now owns 267,406 shares of the company’s stock worth $44,836,000 after buying an additional 259,716 shares in the last quarter. EP Wealth Advisors LLC lifted its position in Vanguard Mid-Cap Value ETF by 26.9% in the 3rd quarter. EP Wealth Advisors LLC now owns 927,092 shares of the company’s stock valued at $155,446,000 after acquiring an additional 196,458 shares in the last quarter. Axiom Advisory LLC boosted its stake in Vanguard Mid-Cap Value ETF by 13.6% during the 3rd quarter. Axiom Advisory LLC now owns 1,416,880 shares of the company’s stock valued at $225,266,000 after purchasing an additional 169,810 shares during the last quarter. Benjamin Edwards Inc. increased its holdings in shares of Vanguard Mid-Cap Value ETF by 16,265.5% in the 3rd quarter. Benjamin Edwards Inc. now owns 149,253 shares of the company’s stock worth $25,031,000 after purchasing an additional 148,341 shares in the last quarter. Finally, Christopher J. Hasenberg Inc bought a new position in shares of Vanguard Mid-Cap Value ETF during the fourth quarter valued at $23,811,000.

Vanguard Mid-Cap Value ETF Stock Performance

NYSEARCA VOE opened at $165.85 on Wednesday. Vanguard Mid-Cap Value ETF has a one year low of $141.68 and a one year high of $176.83. The stock has a 50-day moving average of $167.03 and a 200 day moving average of $164.77. The company has a market capitalization of $17.65 billion, a price-to-earnings ratio of 15.05 and a beta of 0.83.

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.