Lutz Financial Services LLC Cuts Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Lutz Financial Services LLC decreased its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 0.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,153 shares of the company’s stock after selling 200 shares during the period. Vanguard Mid-Cap Value ETF makes up approximately 1.0% of Lutz Financial Services LLC’s investment portfolio, making the stock its 29th biggest position. Lutz Financial Services LLC owned 0.07% of Vanguard Mid-Cap Value ETF worth $11,834,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Assetmark Inc. lifted its holdings in shares of Vanguard Mid-Cap Value ETF by 4.0% in the 3rd quarter. Assetmark Inc. now owns 3,653,982 shares of the company’s stock valued at $612,663,000 after acquiring an additional 141,385 shares during the last quarter. Stephens Group Asset Management LLC lifted its holdings in shares of Vanguard Mid-Cap Value ETF by 0.5% in the 4th quarter. Stephens Group Asset Management LLC now owns 982,757 shares of the company’s stock valued at $158,981,000 after acquiring an additional 4,724 shares during the last quarter. LPL Financial LLC lifted its holdings in shares of Vanguard Mid-Cap Value ETF by 2.5% in the 3rd quarter. LPL Financial LLC now owns 941,833 shares of the company’s stock valued at $157,917,000 after acquiring an additional 22,627 shares during the last quarter. EP Wealth Advisors LLC lifted its holdings in shares of Vanguard Mid-Cap Value ETF by 26.9% in the 3rd quarter. EP Wealth Advisors LLC now owns 927,092 shares of the company’s stock valued at $155,446,000 after acquiring an additional 196,458 shares during the last quarter. Finally, Strategic Financial Concepts LLC lifted its holdings in shares of Vanguard Mid-Cap Value ETF by 16,166.4% in the 4th quarter. Strategic Financial Concepts LLC now owns 912,872 shares of the company’s stock valued at $147,675,000 after acquiring an additional 907,260 shares during the last quarter.

Vanguard Mid-Cap Value ETF Price Performance

Shares of NYSEARCA VOE opened at $164.84 on Friday. The company has a market cap of $17.55 billion, a P/E ratio of 15.05 and a beta of 0.83. Vanguard Mid-Cap Value ETF has a 1 year low of $146.05 and a 1 year high of $176.83. The firm has a 50-day simple moving average of $164.30 and a two-hundred day simple moving average of $165.74.

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.