Evergreen Wealth Management LLC Has $1.46 Million Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Evergreen Wealth Management LLC trimmed its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 14.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,074 shares of the company’s stock after selling 1,709 shares during the quarter. Evergreen Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $1,461,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. TIAA Trust National Association bought a new position in Vanguard Mid-Cap Value ETF during the 3rd quarter worth $262,183,000. Charles Schwab Investment Management Inc. bought a new position in shares of Vanguard Mid-Cap Value ETF in the third quarter worth $91,932,000. EP Wealth Advisors LLC raised its stake in Vanguard Mid-Cap Value ETF by 5,985.4% in the third quarter. EP Wealth Advisors LLC now owns 557,365 shares of the company’s stock valued at $72,993,000 after purchasing an additional 548,206 shares in the last quarter. Betterment LLC lifted its position in Vanguard Mid-Cap Value ETF by 2.2% during the third quarter. Betterment LLC now owns 10,693,378 shares of the company’s stock worth $1,400,405,000 after purchasing an additional 228,509 shares during the period. Finally, International Assets Investment Management LLC bought a new stake in shares of Vanguard Mid-Cap Value ETF during the 4th quarter worth approximately $19,208,000.

Vanguard Mid-Cap Value ETF Stock Up 0.6 %

Shares of VOE stock traded up $0.97 during trading hours on Friday, reaching $150.62. The company’s stock had a trading volume of 196,683 shares, compared to its average volume of 424,860. Vanguard Mid-Cap Value ETF has a fifty-two week low of $123.92 and a fifty-two week high of $156.27. The company has a market capitalization of $16.03 billion, a price-to-earnings ratio of 15.05 and a beta of 0.83. The firm’s 50 day simple moving average is $151.03 and its 200-day simple moving average is $143.42.

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.