Orgel Wealth Management LLC Grows Stock Position in Vanguard Mid-Cap Value ETF $VOE

Orgel Wealth Management LLC increased its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 3.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 819,795 shares of the company’s stock after acquiring an additional 24,283 shares during the period. Vanguard Mid-Cap Value ETF makes up about 3.3% of Orgel Wealth Management LLC’s holdings, making the stock its 12th largest holding. Orgel Wealth Management LLC owned approximately 0.75% of Vanguard Mid-Cap Value ETF worth $143,120,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Assetmark Inc. lifted its stake in shares of Vanguard Mid-Cap Value ETF by 3.9% in the 2nd quarter. Assetmark Inc. now owns 4,264,948 shares of the company’s stock valued at $701,413,000 after purchasing an additional 161,894 shares during the last quarter. Royal Bank of Canada raised its holdings in 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 buying an additional 65,644 shares during the period. Jones Financial Companies Lllp lifted its position in Vanguard Mid-Cap Value ETF by 1.6% in the first quarter. Jones Financial Companies Lllp now owns 2,459,081 shares of the company’s stock valued at $415,566,000 after buying an additional 39,545 shares during the last quarter. EP Wealth Advisors LLC lifted its position in Vanguard Mid-Cap Value ETF by 10.5% in the second quarter. EP Wealth Advisors LLC now owns 1,674,933 shares of the company’s stock valued at $275,460,000 after buying an additional 159,488 shares during the last quarter. Finally, Stephens Group Asset Management LLC boosted its stake in Vanguard Mid-Cap Value ETF by 9.0% during the second quarter. Stephens Group Asset Management LLC now owns 1,190,312 shares of the company’s stock worth $195,759,000 after buying an additional 98,460 shares during the period.

Vanguard Mid-Cap Value ETF Stock Performance

Vanguard Mid-Cap Value ETF stock opened at $178.44 on Wednesday. The company’s 50 day simple moving average is $174.36 and its 200-day simple moving average is $170.69. Vanguard Mid-Cap Value ETF has a 1 year low of $139.38 and a 1 year high of $181.92. The company has a market capitalization of $19.64 billion, a price-to-earnings ratio of 17.19 and a beta of 0.94.

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.