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Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) is Total Wealth Planning LLC's 7th Largest Position

Total Wealth Planning LLC boosted its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 7.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 130,097 shares of the company’s stock after acquiring an additional 9,341 shares during the […]
Jpmorgan Chase Co Wealth Planning Baird Financial Group Inc Exchange Commission Company Profile Cap Value Index Fund
Source: wkrb13.com

First Command Financial Services Inc. Purchases Shares of 244 Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

First Command Financial Services Inc. purchased a new position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 244 shares of the company’s stock, valued at approximately $33,000. Other hedge funds and other institutional […]
Cap Value Index Fund First Command Financial Services Inc Marquette Asset Management Moisand Fitzgerald Tamayo Exchange Commission Accurate Wealth Management

Phocas Financial Corp. Has $700,000 Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Phocas Financial Corp. cut its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 22.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,220 shares of the company’s stock after selling 1,470 shares during the quarter. Phocas Financial Corp.’s holdings in Vanguard […]
United States Cap Value Index Fund Phocas Financial Corp Royal Bank Moneta Group Investment Advisors Assetmark Inc

Prosperity Planning Inc. Acquires 2,646 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Prosperity Planning Inc. boosted its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 4.3% in the first quarter, HoldingsChannel reports. The firm owned 63,958 shares of the company’s stock after acquiring an additional 2,646 shares during the period. Vanguard Mid-Cap Value ETF makes up 3.7% of Prosperity Planning Inc.’s portfolio, […]
Prosperity Planning Inc Company Profile Truepoint Inc Cap Value Index Fund Chemistry Wealth Management Seacrest Wealth Management
Source: wkrb13.com

Leavell Investment Management Inc. Increases Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Leavell Investment Management Inc. raised its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 2.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 103,217 shares of the company’s stock after buying an additional […]
Exchange Commission Chemistry Wealth Management Cap Value Index Fund Leavell Investment Management Inc Truepoint Inc Seacrest Wealth Management
Source: wkrb13.com

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Leavell Investment Management Inc. Increases Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Leavell Investment Management Inc. lifted its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 2.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 103,217 shares of the company’s stock after buying an additional 2,276 shares […]
Corecap Advisors Accurate Wealth Management Marquette Asset Management Company Profile Exchange Commission Moisand Fitzgerald Tamayo

Silverlake Wealth Management LLC Acquires 800 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Silverlake Wealth Management LLC boosted its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 50.0% during the 1st quarter, HoldingsChannel.com reports. The fund owned 2,399 shares of the company’s stock after purchasing an additional 800 shares during the period. Silverlake Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were […]
Marquette Asset Management Cap Value Index Fund Moisand Fitzgerald Tamayo Silverlake Wealth Management Accurate Wealth Management Corecap Advisors

Lpwm LLC Buys 1,677 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Lpwm LLC grew its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 11.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,776 shares of the company’s stock after acquiring an additional 1,677 shares during the period. Vanguard Mid-Cap Value […]
United States Moneta Group Investment Advisors Assetmark Inc Royal Bank America Corp Securities Exchange Commission

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Purchased by Chemistry Wealth Management LLC

Chemistry Wealth Management LLC boosted its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 5.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,612 shares of the company’s stock after acquiring an additional 318 shares during the […]
Chemistry Wealth Management Moisand Fitzgerald Tamayo Exchange Commission Marquette Asset Management Accurate Wealth Management Cap Value Index Fund

Kwmg LLC Raises Stock Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Kwmg LLC grew its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 2.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 158,410 shares of the company’s stock after buying an additional 3,384 shares during the period. […]
Venture Visionary Partners Exchange Commission Financial Advisory Summit Financial Cap Value Index Fund Wealth Concepts

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