Anderson Hoagland & Co’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Anderson Hoagland & Co’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
2024 Q3	–	Sell	-1,542	Closed	-$231K	–	140
2024 Q2	$231K	Hold	1,542	–	–	0.02%	131
2024 Q1	$234K	Hold	1,542	–	–	0.03%	127
2023 Q4	$219K	Hold	1,542	–	–	0.03%	116
2023 Q3	$202K	Hold	1,542	–	–	0.03%	123
2023 Q2	$213K	Sell	1,542 -30	-2%	-$4K	0.03%	118
2023 Q1	$211K	Sell	1,572 -651	-29%	-$90.3K	0.03%	122
2022 Q4	$307K	Sell	2,223 -2,389	-52%	-$320K	0.04%	115
2022 Q3	$562K	Buy	+4,612	New	+$624K	0.09%	101
2022 Q2	–	Sell	-1,503	Closed	-$225K	–	113
2022 Q1	$225K	Hold	1,503	–	–	0.03%	104
2021 Q4	$218K	Hold	1,503	–	–	0.03%	104
2021 Q3	$210K	Hold	1,503	–	–	0.03%	111
2021 Q2	$211K	Hold	1,503	–	–	0.03%	110
2021 Q1	$203K	Sell	1,503 -1,265	-46%	-$162K	0.03%	107
2020 Q4	$329K	Buy	+2,768	New	+$310K	0.05%	101

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

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Anderson Hoagland & Co's VOE Position: Q3 2024 in Review

Anderson Hoagland & Co sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2024, closing a stake of 1,542 shares — an estimated $231K sold.

Anderson Hoagland & Co first reported a position in VOE in Q4 2020 and held it in 14 quarters. The position peaked at $562K in Q3 2022. 1,030 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

Anderson Hoagland & Co reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Anderson Hoagland & Co sold 1,542 Vanguard Mid-Cap Value ETF shares in Q3 2024, an estimated $231K.
Anderson Hoagland & Co first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 14 quarters.
Anderson Hoagland & Co's Vanguard Mid-Cap Value ETF position peaked at $562K in Q3 2022.
1,030 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2024.

Based on Anderson Hoagland & Co's 13F filing for Q3 2024, filed 7 Oct 2024.