Ameritas Investment Company’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ameritas Investment Company’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
2021 Q3	$1.79M	Buy	12,834 +2,529	+25%	+$359K	0.08%	189
2021 Q2	$2.02M	Sell	10,305 -832	-7%	-$118K	0.1%	176
2021 Q1	$1.5M	Buy	11,137 +1,064	+11%	+$136K	0.13%	161
2020 Q4	$1.2M	Sell	10,073 -3,262	-24%	-$365K	0.23%	104
2020 Q3	$1.28M	Hold	13,335	–	–	0.4%	64
2020 Q2	$1.28M	Sell	13,335 -1,201	-8%	-$110K	0.37%	67
2020 Q1	$1.18M	Sell	14,536 -286	-2%	-$30.8K	0.19%	94
2019 Q4	$1.77M	Buy	14,822 +1,634	+12%	+$188K	0.37%	56
2019 Q3	$1.49M	Buy	13,188 +9,546	+262%	+$1.06M	0.3%	63
2019 Q2	$406K	Buy	3,642 +3,592	+7,184%	+$393K	0.19%	121
2019 Q1	$5K	Buy	+50	New	+$5.25K	﹤0.01%	764

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

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

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Ameritas Investment Company's VOE Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 25% in Q3 2021, buying an estimated $359K and bringing the position to 12,834 shares worth $1.79M. The position accounts for 0.08% of the portfolio, ranked #189.

Ameritas Investment Company first reported a position in VOE in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.02M in Q2 2021. 711 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

Ameritas Investment Company held 12,834 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.79M as of Q3 2021.
Ameritas Investment Company bought 2,529 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2021, an estimated $359K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of Ameritas Investment Company's portfolio in Q3 2021, its #189 holding.
Ameritas Investment Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.02M in Q2 2021.
711 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.