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BDO Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

BDO Wealth 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
2023
Q2 		$1.17M Buy
8,473
+57
+0.7% +$7.6K 0.13% 120
2023
Q1 		$1.13M Buy
8,416
+23
+0.3% +$3.19K 0.14% 122
2022
Q4 		$1.14M Sell
8,393
-60
-0.7% -$8.05K 0.14% 123
2022
Q3 		$1.03M Sell
8,453
-503
-6% -$68.1K 0.14% 122
2022
Q2 		$1.16M Sell
8,956
-48
-0.5% -$6.79K 0.14% 119
2022
Q1 		$1.35M Buy
9,004
+22
+0.2% +$3.24K 0.14% 115
2021
Q4 		$1.35M Sell
8,982
-804
-8% -$118K 0.14% 114
2021
Q3 		$1.37M Sell
9,786
-2,020
-17% -$287K 0.15% 108
2021
Q2 		$1.66M Sell
11,806
-254
-2% -$35.9K 0.18% 97
2021
Q1 		$1.63M Sell
12,060
-1,654
-12% -$212K 0.19% 94
2020
Q4 		$1.63M Sell
13,714
-7,079
-34% -$793K 0.23% 77
2020
Q3 		$2.11M Sell
20,793
-5,818
-22% -$589K 0.34% 59
2020
Q2 		$2.55M Buy
26,611
+4,304
+19% +$395K 0.45% 46
2020
Q1 		$1.81M Buy
22,307
+1,606
+8% +$173K 0.37% 52
2019
Q4 		$2.47M Buy
20,701
+13,037
+170% +$1.5M 0.64% 36
2019
Q3 		$866K Buy
7,664
+4,909
+178% +$545K 0.22% 85
2019
Q2 		$307K Sell
2,755
-366
-12% -$40.1K 0.08% 145
2019
Q1 		$337K Sell
3,121
-423
-12% -$44.4K 0.1% 131
2018
Q4 		$338K Buy
3,544
+100
+3% +$10.5K 0.12% 115
2018
Q3 		$389K Sell
3,444
-23
-0.7% -$2.61K 0.13% 105
2018
Q2 		$383K Buy
3,467
+1,917
+124% +$212K 0.13% 106
2018
Q1 		$170K Buy
+1,550
New +$174K 0.06% 138
2017
Q3 		– Sell
-1,422
Closed -$146K – 550
2017
Q2 		$146K Buy
+1,422
New +$145K 0.06% 141

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDO Wealth Advisors's VOE Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.68% in Q2 2023, buying an estimated $7.6K and bringing the position to 8,473 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #120.

BDO Wealth Advisors first reported a position in VOE in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.55M in Q2 2020. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

  • BDO Wealth Advisors held 8,473 shares of Vanguard Mid-Cap Value ETF worth $1.17M as of Q2 2023.
  • BDO Wealth Advisors bought 57 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $7.6K.
  • Vanguard Mid-Cap Value ETF made up 0.13% of BDO Wealth Advisors's portfolio in Q2 2023, its #120 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2017 and has held it in 23 quarters since.
  • BDO Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $2.55M in Q2 2020.
  • 909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.