Modern Wealth Management LLC Acquires 470 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Posted by Lisa Pomrenke on Mar 27th, 2025

Modern Wealth Management LLC boosted its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 9.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,611 shares of the company’s stock after buying an additional 470 shares during the quarter. Modern Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $927,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in VOE. Roxbury Financial LLC bought a new stake in shares of Vanguard Mid-Cap Value ETF in the fourth quarter valued at $29,000. Tompkins Financial Corp bought a new stake in Vanguard Mid-Cap Value ETF in the 4th quarter valued at about $32,000. Realta Investment Advisors purchased a new stake in Vanguard Mid-Cap Value ETF during the fourth quarter valued at about $32,000. SBI Securities Co. Ltd. bought a new position in Vanguard Mid-Cap Value ETF during the fourth quarter worth about $35,000. Finally, Stonebridge Financial Group LLC purchased a new position in shares of Vanguard Mid-Cap Value ETF in the fourth quarter worth about $37,000.

Vanguard Mid-Cap Value ETF Trading Up 0.0 %

Shares of VOE stock opened at $162.58 on Thursday. Vanguard Mid-Cap Value ETF has a 12 month low of $146.37 and a 12 month high of $176.83. The stock has a market capitalization of $17.58 billion, a P/E ratio of 17.80 and a beta of 1.05. The firm’s 50 day moving average is $164.09 and its 200 day moving average is $166.17.

Vanguard Mid-Cap Value ETF Increases Dividend

The business also recently declared a dividend, which will be paid on Monday, March 31st. Stockholders of record on Thursday, March 27th will be issued a $1.0536 dividend. This is a positive change from Vanguard Mid-Cap Value ETF’s previous dividend of $0.88. The ex-dividend date is Thursday, March 27th.

Vanguard Mid-Cap Value ETF Company Profile

(Free Report)

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.