Shakespeare Wealth Management LLC Increases Stake in Vanguard Mid-Cap Value ETF $VOE

Shakespeare Wealth Management LLC boosted its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 3.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 170,565 shares of the company’s stock after purchasing an additional 5,367 shares during the quarter. Vanguard Mid-Cap Value ETF comprises about 7.5% of Shakespeare Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. Shakespeare Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $28,051,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Assetmark Inc. raised its position in shares of Vanguard Mid-Cap Value ETF by 3.9% during the 2nd quarter. Assetmark Inc. now owns 4,264,948 shares of the company’s stock valued at $701,413,000 after buying an additional 161,894 shares in the last quarter. Royal Bank of Canada lifted its stake in shares of Vanguard Mid-Cap Value ETF by 2.1% in the 1st quarter. Royal Bank of Canada now owns 3,262,796 shares of the company’s stock valued at $523,809,000 after purchasing an additional 65,644 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in shares of Vanguard Mid-Cap Value ETF by 1.6% in the 1st quarter. Jones Financial Companies Lllp now owns 2,459,081 shares of the company’s stock worth $415,566,000 after purchasing an additional 39,545 shares during the period. EP Wealth Advisors LLC increased its position in shares of Vanguard Mid-Cap Value ETF by 18.7% during the 1st quarter. EP Wealth Advisors LLC now owns 1,515,445 shares of the company’s stock valued at $243,290,000 after purchasing an additional 239,192 shares during the last quarter. Finally, Stephens Group Asset Management LLC raised its holdings in Vanguard Mid-Cap Value ETF by 9.0% during the 2nd quarter. Stephens Group Asset Management LLC now owns 1,190,312 shares of the company’s stock valued at $195,759,000 after buying an additional 98,460 shares during the period.

Vanguard Mid-Cap Value ETF Stock Up 1.9%

Shares of VOE opened at $172.09 on Friday. The business has a fifty day moving average of $173.09 and a 200 day moving average of $168.68. The company has a market cap of $18.94 billion, a PE ratio of 17.19 and a beta of 0.94. Vanguard Mid-Cap Value ETF has a 52-week low of $139.38 and a 52-week high of $176.83.

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.