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

Bellwether 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
Q1 		– Sell
-65
Closed -$8.79K – 541
2022
Q4 		$8.79K Hold
65
– – ﹤0.01% 279
2022
Q3 		$7K Sell
65
-55
-46% -$7.45K ﹤0.01% 298
2022
Q2 		$15K Hold
120
– – ﹤0.01% 230
2022
Q1 		$17K Hold
120
– – 0.01% 272
2021
Q4 		$18K Hold
120
– – 0.01% 281
2021
Q3 		$16K Hold
120
– – 0.01% 267
2021
Q2 		$16K Hold
120
– – 0.01% 233
2021
Q1 		$16K Hold
120
– – 0.01% 216
2020
Q4 		$14K Buy
+120
New +$13.4K 0.01% 211

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bellwether Advisors's VOE Position: Q1 2023 in Review

Bellwether Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 65 shares — an estimated $8.79K sold.

Bellwether Advisors first reported a position in VOE in Q4 2020 and held it in 9 quarters. The position peaked at $18K in Q4 2021. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • Bellwether Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 65 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $8.79K.
  • Bellwether Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 9 quarters.
  • Bellwether Advisors's Vanguard Mid-Cap Value ETF position peaked at $18K in Q4 2021.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.