Marotta Asset Management Has $36.25 Million Stock Position in Vanguard Mid-Cap Value ETF $VOE

Marotta Asset Management trimmed its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 7.0% in the 2nd quarter, Holdings Channel reports. The fund owned 220,403 shares of the company’s stock after selling 16,574 shares during the quarter. Vanguard Mid-Cap Value ETF accounts for about 7.3% of Marotta Asset Management’s investment portfolio, making the stock its biggest position. Marotta Asset Management’s holdings in Vanguard Mid-Cap Value ETF were worth $36,247,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Waller Financial Planning Group Inc. increased its stake in shares of Vanguard Mid-Cap Value ETF by 4.4% in the 2nd quarter. Waller Financial Planning Group Inc. now owns 2,875 shares of the company’s stock worth $473,000 after acquiring an additional 120 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Vanguard Mid-Cap Value ETF by 5.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 24,313 shares of the company’s stock worth $3,903,000 after acquiring an additional 1,233 shares in the last quarter. Howe & Rusling Inc. increased its stake in Vanguard Mid-Cap Value ETF by 10.0% during the 1st quarter. Howe & Rusling Inc. now owns 4,829 shares of the company’s stock valued at $775,000 after purchasing an additional 440 shares in the last quarter. Modern Wealth Management LLC increased its stake in Vanguard Mid-Cap Value ETF by 5.5% during the 1st quarter. Modern Wealth Management LLC now owns 5,579 shares of the company’s stock valued at $896,000 after purchasing an additional 291 shares in the last quarter. Finally, Jones Financial Companies Lllp increased its stake in Vanguard Mid-Cap Value ETF by 1.4% during the 1st quarter. Jones Financial Companies Lllp now owns 2,454,026 shares of the company’s stock valued at $390,837,000 after purchasing an additional 34,490 shares in the last quarter.

Vanguard Mid-Cap Value ETF Stock Performance

NYSEARCA:VOE opened at $173.45 on Friday. The firm has a market cap of $18.82 billion, a P/E ratio of 17.19 and a beta of 1.05. Vanguard Mid-Cap Value ETF has a fifty-two week low of $139.38 and a fifty-two week high of $176.83. The firm has a 50-day simple moving average of $169.67 and a two-hundred day simple moving average of $162.84.

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.