Cadence Wealth Management LLC Boosts Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Cadence Wealth Management LLC increased its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 41.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,709 shares of the company’s stock after buying an additional 2,555 shares during the quarter. Vanguard Mid-Cap Value ETF accounts for about 0.9% of Cadence Wealth Management LLC’s investment portfolio, making the stock its 15th largest position. Cadence Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $1,409,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Curio Wealth LLC purchased a new position in shares of Vanguard Mid-Cap Value ETF in the fourth quarter worth approximately $320,000. Cassady Schiller Wealth Management LLC boosted its holdings in shares of Vanguard Mid-Cap Value ETF by 5.6% in the fourth quarter. Cassady Schiller Wealth Management LLC now owns 44,588 shares of the company’s stock worth $7,213,000 after buying an additional 2,355 shares during the last quarter. Signaturefd LLC boosted its holdings in shares of Vanguard Mid-Cap Value ETF by 3.2% in the fourth quarter. Signaturefd LLC now owns 3,518 shares of the company’s stock worth $569,000 after buying an additional 108 shares during the last quarter. Creative Financial Designs Inc. ADV boosted its holdings in shares of Vanguard Mid-Cap Value ETF by 7.3% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 1,668 shares of the company’s stock worth $270,000 after buying an additional 114 shares during the last quarter. Finally, GWN Securities Inc. purchased a new position in Vanguard Mid-Cap Value ETF during the fourth quarter valued at approximately $335,000.

Vanguard Mid-Cap Value ETF Price Performance

Shares of NYSEARCA:VOE opened at $161.84 on Tuesday. Vanguard Mid-Cap Value ETF has a 1-year low of $146.37 and a 1-year high of $176.83. The company has a market capitalization of $17.50 billion, a P/E ratio of 17.80 and a beta of 1.05. The firm’s 50 day simple moving average is $164.05 and its two-hundred day simple moving average is $166.22.

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.