Shakespeare Wealth Management LLC Buys 5,667 Shares of Vanguard Mid-Cap Value ETF $VOE

Shakespeare Wealth Management LLC lifted its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 3.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 176,232 shares of the company’s stock after buying an additional 5,667 shares during the period. Vanguard Mid-Cap Value ETF makes up 7.0% of Shakespeare Wealth Management LLC’s portfolio, making the stock its 5th biggest position. Shakespeare Wealth Management LLC owned 0.16% of Vanguard Mid-Cap Value ETF worth $30,767,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Assetmark Inc. grew its position in Vanguard Mid-Cap Value ETF by 3.9% in the second quarter. Assetmark Inc. now owns 4,264,948 shares of the company’s stock valued at $701,413,000 after acquiring an additional 161,894 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in shares of Vanguard Mid-Cap Value ETF by 3.5% in the third quarter. Jones Financial Companies Lllp now owns 2,495,402 shares of the company’s stock valued at $435,473,000 after purchasing an additional 83,243 shares during the period. EP Wealth Advisors LLC boosted its stake in shares of 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 purchasing an additional 159,488 shares during the period. Northwestern Mutual Wealth Management Co. grew its holdings in Vanguard Mid-Cap Value ETF by 4.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,013,188 shares of the company’s stock valued at $166,629,000 after purchasing an additional 46,042 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Vanguard Mid-Cap Value ETF by 6.1% during the 2nd quarter. Ameriprise Financial Inc. now owns 984,816 shares of the company’s stock worth $161,839,000 after buying an additional 56,426 shares during the period.

Vanguard Mid-Cap Value ETF Price Performance

Shares of VOE stock opened at $185.75 on Tuesday. The company’s fifty day moving average price is $180.63 and its two-hundred day moving average price is $174.95. The firm has a market capitalization of $21.18 billion, a P/E ratio of 17.19 and a beta of 0.94. Vanguard Mid-Cap Value ETF has a 12 month low of $139.38 and a 12 month high of $187.55.

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.