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

Orgel Wealth Management LLC lifted its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 3.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 847,200 shares of the company’s stock after acquiring an additional 27,405 shares during the period. Vanguard Mid-Cap Value ETF accounts for approximately 3.3% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Orgel Wealth Management LLC owned approximately 0.76% of Vanguard Mid-Cap Value ETF worth $150,268,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Triumph Capital Management purchased a new position in Vanguard Mid-Cap Value ETF in the third quarter valued at approximately $34,000. Caitlin John LLC purchased a new stake in shares of Vanguard Mid-Cap Value ETF during the 3rd quarter worth approximately $39,000. Tower Research Capital LLC TRC acquired a new position in shares of Vanguard Mid-Cap Value ETF in the 2nd quarter valued at $42,000. Cary Street Partners Investment Advisory LLC purchased a new position in shares of Vanguard Mid-Cap Value ETF in the 3rd quarter valued at $49,000. Finally, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA purchased a new position in shares of Vanguard Mid-Cap Value ETF in the 3rd quarter valued at $52,000.

Vanguard Mid-Cap Value ETF Price Performance

Shares of NYSEARCA:VOE opened at $181.01 on Friday. Vanguard Mid-Cap Value ETF has a 12 month low of $139.38 and a 12 month high of $194.93. The firm has a market capitalization of $20.64 billion, a P/E ratio of 17.19 and a beta of 0.94. The company’s fifty day moving average price is $188.00 and its 200 day moving average price is $179.53.

About Vanguard Mid-Cap Value ETF

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.