Whalen Wealth Management Inc. Takes $2.84 Million Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Whalen Wealth Management Inc. purchased a new stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 16,954 shares of the company’s stock, valued at approximately $2,843,000. Vanguard Mid-Cap Value ETF accounts for about 2.0% of Whalen Wealth Management Inc.’s portfolio, making the stock its 12th biggest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VOE. Planning Capital Management Corp bought a new stake in shares of Vanguard Mid-Cap Value ETF during the 3rd quarter valued at $29,000. Abound Wealth Management grew its stake in shares of Vanguard Mid-Cap Value ETF by 72.9% during the second quarter. Abound Wealth Management now owns 230 shares of the company’s stock worth $35,000 after purchasing an additional 97 shares during the period. ORG Partners LLC bought a new stake in Vanguard Mid-Cap Value ETF in the third quarter valued at about $35,000. Rothschild Investment LLC acquired a new position in Vanguard Mid-Cap Value ETF in the second quarter valued at about $40,000. Finally, Northwest Investment Counselors LLC bought a new position in Vanguard Mid-Cap Value ETF during the third quarter worth about $44,000.

Vanguard Mid-Cap Value ETF Trading Up 0.4 %

Vanguard Mid-Cap Value ETF stock opened at $170.58 on Tuesday. The firm has a market capitalization of $18.16 billion, a P/E ratio of 15.05 and a beta of 0.83. The business has a 50-day moving average of $167.31 and a 200-day moving average of $159.22. Vanguard Mid-Cap Value ETF has a 1 year low of $133.77 and a 1 year high of $173.71.

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.