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Axiom Advisory’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Axiom Advisory’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 		$225M Buy
1,416,880
+169,810
+14% +$27M 2.11% 12
2024
Q2 		$189M Buy
1,247,070
+1,227,882
+6,399% +$186M 2.06% 12
2024
Q1 		$2.99M Buy
19,188
+1,331
+7% +$195K 2.2% 12
2023
Q4 		$2.59M Buy
17,857
+112
+0.6% +$15K 2.08% 12
2023
Q3 		$2.32M Buy
17,745
+105
+0.6% +$14.5K 2.09% 13
2023
Q2 		$2.44M Sell
17,640
-983
-5% -$131K 2.16% 13
2023
Q1 		$2.49M Buy
18,623
+137
+0.7% +$19K 2.39% 11
2022
Q4 		$2.5M Buy
18,486
+18
+0.1% +$2.42K 2.65% 11
2022
Q3 		$2.25M Buy
18,468
+351
+2% +$47.5K 2.68% 10
2022
Q2 		$2.35M Sell
18,117
-1,090
-6% -$154K 2.61% 12
2022
Q1 		$2.88M Buy
19,207
+742
+4% +$109K 2.39% 12
2021
Q4 		$2.78M Buy
+18,465
New +$2.71M 2.29% 11

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Advisory's VOE Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard Mid-Cap Value ETF (VOE) stake by 14% in Q3 2024, buying an estimated $27M and bringing the position to 1,416,880 shares worth $225M. The position accounts for 2.11% of the portfolio, ranked #12.

Axiom Advisory first reported a position in VOE in Q4 2021 and has held it in 12 quarters since. 1,030 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

  • Axiom Advisory held 1,416,880 shares of Vanguard Mid-Cap Value ETF worth $225M as of Q3 2024.
  • Axiom Advisory bought 169,810 Vanguard Mid-Cap Value ETF shares in Q3 2024, an estimated $27M.
  • Vanguard Mid-Cap Value ETF made up 2.11% of Axiom Advisory's portfolio in Q3 2024, its #12 holding.
  • Axiom Advisory first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.