American Portfolios Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

American Portfolios 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
2022 Q3	$3.7M	Buy	30,421 +878	+3%	+$119K	0.16%	131
2022 Q2	$3.83M	Sell	29,543 -995	-3%	-$141K	0.16%	131
2022 Q1	$4.57M	Sell	30,538 -22,855	-43%	-$3.36M	0.16%	126
2021 Q4	$8.03M	Buy	53,393 +2,324	+5%	+$341K	0.27%	65
2021 Q3	$7.13M	Buy	51,069 +2,992	+6%	+$425K	0.27%	71
2021 Q2	$6.75M	Buy	48,077 +1,554	+3%	+$220K	0.26%	75
2021 Q1	$6.27M	Buy	46,523 +164	+0.4%	+$21K	0.27%	70
2020 Q4	$5.51M	Buy	46,359 +4,055	+10%	+$454K	0.28%	65
2020 Q3	$4.29M	Buy	42,304 +2,258	+6%	+$229K	0.25%	81
2020 Q2	$3.83M	Buy	40,046 +1,728	+5%	+$158K	0.25%	79
2020 Q1	$3.11M	Sell	38,318 -16,136	-30%	-$1.74M	0.26%	85
2019 Q4	$6.49M	Buy	54,454 +24,381	+81%	+$2.81M	0.46%	38
2019 Q3	$3.4M	Buy	30,073 +2,384	+9%	+$265K	0.28%	75
2019 Q2	$3.08M	Buy	27,689 +221	+0.8%	+$24.2K	0.26%	89
2019 Q1	$2.96M	Buy	27,468 +2,119	+8%	+$222K	0.28%	85
2018 Q4	$2.41M	Buy	25,349 +3,626	+17%	+$381K	0.3%	81
2018 Q3	$2.46M	Sell	21,723 -2,663	-11%	-$303K	0.28%	78
2018 Q2	$2.69M	Buy	24,386 +426	+2%	+$47.2K	0.37%	55
2018 Q1	$2.62M	Buy	23,960 +206	+0.9%	+$23.2K	0.39%	53
2017 Q4	$2.65M	Buy	+23,754	New	+$2.57M	0.42%	42

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

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

American Portfolios Advisors's VOE Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 3% in Q3 2022, buying an estimated $119K and bringing the position to 30,421 shares worth $3.7M. The position accounts for 0.16% of the portfolio, ranked #131.

American Portfolios Advisors first reported a position in VOE in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.03M in Q4 2021. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

American Portfolios Advisors held 30,421 shares of Vanguard Mid-Cap Value ETF worth $3.7M as of Q3 2022.
American Portfolios Advisors bought 878 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $119K.
Vanguard Mid-Cap Value ETF made up 0.16% of American Portfolios Advisors's portfolio in Q3 2022, its #131 holding.
American Portfolios Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard Mid-Cap Value ETF position peaked at $8.03M in Q4 2021.
824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.