CCP
VOE icon

Clarkston Capital Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Clarkston Capital Partners’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 		– Sell
-12
Closed -$1.61K – 166
2023
Q1 		$1.61K Buy
+12
New +$1.67K ﹤0.01% 164

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clarkston Capital Partners's VOE Position: Q2 2023 in Review

Clarkston Capital Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 12 shares — an estimated $1.61K sold.

Clarkston Capital Partners first reported a position in VOE in Q1 2023 and held it in 1 quarter. The position peaked at $1.61K in Q1 2023. 912 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

  • Clarkston Capital Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Clarkston Capital Partners sold 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2023, an estimated $1.61K.
  • Clarkston Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Clarkston Capital Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.61K in Q1 2023.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on Clarkston Capital Partners's 13F filing for Q2 2023, filed 7 Aug 2023.