Whalen Wealth Management Inc. Makes New Investment in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Whalen Wealth Management Inc. purchased a new position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) in the 3rd quarter, Holdings Channel reports. The institutional investor purchased 16,954 shares of the company’s stock, valued at approximately $2,843,000. Vanguard Mid-Cap Value ETF comprises approximately 2.0% of Whalen Wealth Management Inc.’s investment portfolio, making the stock its 12th biggest holding.

A number of other hedge funds also recently modified their holdings of VOE. Planning Capital Management Corp acquired a new position in Vanguard Mid-Cap Value ETF in the 3rd quarter worth $29,000. Abound Wealth Management raised its position in Vanguard Mid-Cap Value ETF by 72.9% in the 2nd quarter. Abound Wealth Management now owns 230 shares of the company’s stock valued at $35,000 after buying an additional 97 shares during the last quarter. ORG Partners LLC bought a new stake in Vanguard Mid-Cap Value ETF in the 3rd quarter valued at approximately $35,000. Rothschild Investment LLC acquired a new position in Vanguard Mid-Cap Value ETF during the 2nd quarter worth approximately $40,000. Finally, Northwest Investment Counselors LLC bought a new position in shares of Vanguard Mid-Cap Value ETF during the 3rd quarter worth approximately $44,000.

Vanguard Mid-Cap Value ETF Stock Up 0.4 %

Shares of VOE stock opened at $170.58 on Tuesday. The firm has a market cap of $18.16 billion, a PE ratio of 15.05 and a beta of 0.83. Vanguard Mid-Cap Value ETF has a 12 month low of $133.77 and a 12 month high of $173.71. The company’s fifty day simple moving average is $167.31 and its 200-day simple moving average is $159.22.

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.