Arlington Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Arlington Capital Management’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 Q2	–	Sell	-2,505	Closed	-$336K	–	106
2023 Q1	$336K	Buy	2,505 +775	+45%	+$108K	0.32%	60
2022 Q4	$234K	Buy	+1,730	New	+$232K	0.26%	70

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arlington Capital Management's VOE Position: Q2 2023 in Review

Arlington Capital Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 2,505 shares — an estimated $336K sold.

Arlington Capital Management first reported a position in VOE in Q4 2022 and held it in 2 quarters. The position peaked at $336K in Q1 2023. 912 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Arlington Capital Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Arlington Capital Management sold 2,505 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2023, an estimated $336K.
Arlington Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 2 quarters.
Arlington Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $336K in Q1 2023.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on Arlington Capital Management's 13F filing for Q2 2023, filed 24 Aug 2023.