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Avantax Planning Partners Inc. Has $7.78 Million Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Avantax Planning Partners Inc. lifted its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,765 shares of the company’s stock after purchasing an additional 572 shares during the […]
Cap Value Index Fund Wealth Management Southstate Corp Atwood Palmer Inc Exchange Commission Stonebridge Financial Planning Group

Reilly Financial Advisors LLC Cuts Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Reilly Financial Advisors LLC lowered its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 77.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 300 shares of the company’s stock after selling 1,053 shares during the period. […]
United States Exchange Commission Cap Value Index Fund Reilly Financial Advisors Koshinski Asset Management Inc America Corp

Falcon Wealth Planning Increases Stock Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Falcon Wealth Planning lifted its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 7.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,621 shares of the company’s stock after purchasing an additional 7,750 shares during the quarter. Vanguard Mid-Cap […]
Cap Value Index Fund Fieldpoint Private Securities Ellevest Inc Exchange Commission Company Profile Get Rating Virtue Capital Management

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) is Falcon Wealth Planning's 6th Largest Position

Falcon Wealth Planning increased its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 7.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 109,621 shares of the company’s stock after acquiring an additional 7,750 shares during the period. Vanguard Mid-Cap […]
United States Exchange Commission Assetmark Inc Cap Value Index Fund America Corp Royal Bank

McNamara Financial Services Inc. Has $652,000 Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

McNamara Financial Services Inc. cut its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 1.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,339 shares of the company’s stock after selling 70 shares during the period. Vanguard Mid-Cap […]
United States Assetmark Inc Cap Value Index Fund America Corp Mcnamara Financial Services Inc Exchange Commission

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SkyOak Wealth LLC Grows Stock Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

SkyOak Wealth LLC grew its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 14.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,066 shares of the company’s stock after buying an additional 2,608 shares during the […]
United States Skyoak Wealth Securities Exchange Commission Cap Value Index Fund Goldman Sachs Group Inc America Corp

PFG Advisors Reduces Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

PFG Advisors lowered its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 5.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,981 shares of the company’s stock after selling 113 shares during the period. PFG Advisors’ holdings in Vanguard Mid-Cap Value ETF were worth $298,000 as of its most […]
Signature Estate Investment Advisors Securities Exchange Commission Cap Value Index Fund Archer Investment Corp Millburn Ridgefield Corp Company Profile Get Rating

Kestra Advisory Services LLC Reduces Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Kestra Advisory Services LLC lessened its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 24.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 111,178 shares of the company’s stock after selling 35,452 shares during the period. […]
Company Profile Get Rating Exchange Commission Concourse Financial Group Securities Inc Cap Value Index Fund Atlas Capital Advisors Kestra Advisory Services

First United Bank & Trust Sells 1,520 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

First United Bank & Trust cut its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 4.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,434 shares of the company’s stock after selling 1,520 shares during the quarter. Vanguard Mid-Cap Value […]
United States Assetmark Inc Securities Exchange Commission Cap Value Index Fund America Corp First United Bank

Marino Stram & Associates LLC Buys 985 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Marino Stram & Associates LLC increased its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 11.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,236 shares of the company’s stock after buying an additional […]
United States Exchange Commission Assetmark Inc Cap Value Index Fund Marino Stram Associates America Corp

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