Octavia Wealth Advisors LLC Grows Stock Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Octavia Wealth Advisors LLC lifted its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 92,713 shares of the company’s stock after purchasing an additional 4,319 shares during the quarter. Vanguard Mid-Cap Value ETF comprises approximately 2.4% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 17th biggest position. Octavia Wealth Advisors LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $13,444,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Marino Stram & Associates LLC raised its position in Vanguard Mid-Cap Value ETF by 14.8% in the fourth quarter. Marino Stram & Associates LLC now owns 7,641 shares of the company’s stock worth $1,108,000 after acquiring an additional 983 shares in the last quarter. SVB Wealth LLC raised its position in Vanguard Mid-Cap Value ETF by 167.7% in the fourth quarter. SVB Wealth LLC now owns 4,644 shares of the company’s stock worth $673,000 after acquiring an additional 2,909 shares in the last quarter. Crescent Grove Advisors LLC purchased a new position in Vanguard Mid-Cap Value ETF in the fourth quarter worth $209,000. Private Client Services LLC purchased a new position in Vanguard Mid-Cap Value ETF in the fourth quarter worth $515,000. Finally, Warner Financial Inc. raised its position in Vanguard Mid-Cap Value ETF by 5.6% in the fourth quarter. Warner Financial Inc. now owns 3,560 shares of the company’s stock worth $516,000 after acquiring an additional 189 shares in the last quarter.

Vanguard Mid-Cap Value ETF Stock Performance

NYSEARCA:VOE traded down $0.96 during trading hours on Tuesday, hitting $146.99. The company’s stock had a trading volume of 224,497 shares, compared to its average volume of 444,083. The company has a market capitalization of $15.65 billion, a PE ratio of 14.82 and a beta of 0.87. Vanguard Mid-Cap Value ETF has a 52-week low of $123.92 and a 52-week high of $156.27. The business’s 50-day moving average is $149.86 and its two-hundred day moving average is $141.51.

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.