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Buckingham Strategic Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$985K Buy
6,547
+89
+1% +$13.5K 0.01% 335
2024
Q1 		$1.01M Sell
6,458
-373
-5% -$54.8K 0.01% 334
2023
Q4 		$991K Sell
6,831
-3,196
-32% -$429K 0.01% 326
2023
Q3 		$1.31M Sell
10,027
-3,198
-24% -$443K 0.02% 261
2023
Q2 		$1.83M Buy
13,225
+2,829
+27% +$377K 0.03% 222
2023
Q1 		$1.41M Hold
10,396
– – 0.03% 225
2022
Q4 		$1.41M Sell
10,396
-781
-7% -$105K 0.03% 226
2022
Q3 		$1.36M Buy
11,177
+1,002
+10% +$136K 0.03% 217
2022
Q2 		$1.32M Buy
10,175
+376
+4% +$53.2K 0.03% 229
2022
Q1 		$1.47M Sell
9,799
-46
-0.5% -$6.76K 0.03% 227
2021
Q4 		$1.48M Sell
9,845
-1,010
-9% -$148K 0.03% 223
2021
Q3 		$1.51M Sell
10,855
-1,883
-15% -$267K 0.03% 210
2021
Q2 		$1.79M Buy
12,738
+2,728
+27% +$386K 0.04% 182
2021
Q1 		$1.35M Buy
10,010
+4,378
+78% +$561K 0.07% 202
2020
Q4 		$670K Buy
+5,632
New +$631K 0.04% 275
2020
Q2 		– Sell
-6,001
Closed -$488K – 484
2020
Q1 		$488K Sell
6,001
-3,792
-39% -$408K 0.05% 251
2019
Q4 		$1.17M Buy
9,793
+2,602
+36% +$300K 0.11% 142
2019
Q3 		$813K Buy
7,191
+1,674
+30% +$186K 0.09% 169
2019
Q2 		$614K Buy
5,517
+2,960
+116% +$324K 0.07% 213
2019
Q1 		$276K Buy
+2,557
New +$268K 0.03% 329
2018
Q4 		– Sell
-1,769
Closed -$200K – 388
2018
Q3 		$200K Buy
+1,769
New +$201K 0.03% 345

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

Buckingham Strategic Wealth's VOE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.4% in Q2 2024, buying an estimated $13.5K and bringing the position to 6,547 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #335.

Buckingham Strategic Wealth first reported a position in VOE in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.83M in Q2 2023. 981 funds tracked by Wall St. Rank hold VOE as of Q2 2024.

  • Buckingham Strategic Wealth held 6,547 shares of Vanguard Mid-Cap Value ETF worth $985K as of Q2 2024.
  • Buckingham Strategic Wealth bought 89 Vanguard Mid-Cap Value ETF shares in Q2 2024, an estimated $13.5K.
  • Vanguard Mid-Cap Value ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #335 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q3 2018 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's Vanguard Mid-Cap Value ETF position peaked at $1.83M in Q2 2023.
  • 981 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.