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Bel Air Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bel Air Investment 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
2021
Q2 		$3.18M Buy
22,615
+12,540
+124% +$1.77M 0.1% 101
2021
Q1 		$1.36M Buy
+10,075
New +$1.29M 0.04% 166

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bel Air Investment Advisors's VOE Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 124% in Q2 2021, buying an estimated $1.77M and bringing the position to 22,615 shares worth $3.18M. The position accounts for 0.1% of the portfolio, ranked #101.

Bel Air Investment Advisors first reported a position in VOE in Q1 2021 and has held it in 2 quarters since. 720 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

  • Bel Air Investment Advisors held 22,615 shares of Vanguard Mid-Cap Value ETF worth $3.18M as of Q2 2021.
  • Bel Air Investment Advisors bought 12,540 Vanguard Mid-Cap Value ETF shares in Q2 2021, an estimated $1.77M.
  • Vanguard Mid-Cap Value ETF made up 0.1% of Bel Air Investment Advisors's portfolio in Q2 2021, its #101 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and has held it in 2 quarters since.
  • 720 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.