AlphaQ Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

AlphaQ Advisors’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,101	Closed	-$1.23M	–	184
2022 Q4	$1.23M	Buy	+9,101	New	+$1.22M	1.07%	25

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AlphaQ Advisors's VOE Position: Q1 2023 in Review

AlphaQ Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 9,101 shares — an estimated $1.23M sold.

AlphaQ Advisors first reported a position in VOE in Q4 2022 and held it in 1 quarter. The position peaked at $1.23M in Q4 2022. 906 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

AlphaQ Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
AlphaQ Advisors sold 9,101 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2023, an estimated $1.23M.
AlphaQ Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 1 quarter.
AlphaQ Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.23M in Q4 2022.
906 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2023.

Based on AlphaQ Advisors's 13F filing for Q1 2023, filed 15 May 2023.