Shakespeare Wealth Management LLC Has $26.30 Million Stock Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Shakespeare Wealth Management LLC decreased its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 2.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 162,589 shares of the company’s stock after selling 3,569 shares during the quarter. Vanguard Mid-Cap Value ETF makes up 7.1% of Shakespeare Wealth Management LLC’s holdings, making the stock its 5th largest holding. Shakespeare Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $26,302,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Strategic Financial Concepts LLC lifted its stake in Vanguard Mid-Cap Value ETF by 16,166.4% in the fourth quarter. Strategic Financial Concepts LLC now owns 912,872 shares of the company’s stock worth $147,675,000 after acquiring an additional 907,260 shares during the period. Wealthfront Advisers LLC raised its holdings in shares of Vanguard Mid-Cap Value ETF by 6,919.6% in the 4th quarter. Wealthfront Advisers LLC now owns 775,100 shares of the company’s stock valued at $125,388,000 after purchasing an additional 764,058 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in shares of Vanguard Mid-Cap Value ETF in the 4th quarter worth approximately $105,599,000. Wells Fargo & Company MN boosted its stake in shares of Vanguard Mid-Cap Value ETF by 19.1% during the fourth quarter. Wells Fargo & Company MN now owns 2,247,147 shares of the company’s stock valued at $363,521,000 after purchasing an additional 359,944 shares in the last quarter. Finally, Assetmark Inc. increased its holdings in Vanguard Mid-Cap Value ETF by 7.6% during the fourth quarter. Assetmark Inc. now owns 3,930,680 shares of the company’s stock valued at $635,866,000 after buying an additional 276,698 shares during the period.

Vanguard Mid-Cap Value ETF Stock Down 5.9 %

Shares of NYSEARCA:VOE opened at $145.63 on Monday. The firm has a 50 day moving average of $162.84 and a 200 day moving average of $165.91. The company has a market capitalization of $15.72 billion, a price-to-earnings ratio of 18.14 and a beta of 1.05. Vanguard Mid-Cap Value ETF has a 52 week low of $145.22 and a 52 week high of $176.83.

Vanguard Mid-Cap Value ETF Increases Dividend

The business also recently declared a dividend, which was paid on Monday, March 31st. Stockholders of record on Thursday, March 27th were given 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 was Thursday, March 27th.

Vanguard Mid-Cap Value ETF Company 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.