Edge Capital Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Edge Capital Group’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
2022 Q3	–	Sell	-2,667	Closed	-$345K	–	382
2022 Q2	$345K	Buy	+2,667	New	+$377K	0.03%	218
2022 Q1	–	Sell	-1,335	Closed	-$201K	–	314
2021 Q4	$201K	Buy	+1,335	New	+$196K	0.01%	273
2021 Q3	–	Sell	-1,518	Closed	-$213K	–	289
2021 Q2	$213K	Sell	1,518 -747	-33%	-$106K	0.02%	257
2021 Q1	$306K	Sell	2,265 -236	-9%	-$30.2K	0.03%	219
2020 Q4	$298K	Sell	2,501 -3,127	-56%	-$350K	0.03%	213
2020 Q3	$571K	Hold	5,628	–	–	0.06%	146
2020 Q2	$539K	Hold	5,628	–	–	0.06%	146
2020 Q1	$458K	Hold	5,628	–	–	0.05%	149
2019 Q4	$671K	Sell	5,628 -275	-5%	-$31.7K	0.07%	148
2019 Q3	$667K	Hold	5,903	–	–	0.07%	148
2019 Q2	$657K	Buy	5,903 +4	+0.1%	+$438	0.06%	155
2019 Q1	$636K	Hold	5,899	–	–	0.06%	152
2018 Q4	$562K	Buy	+5,899	New	+$619K	0.06%	148

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Edge Capital Group's VOE Position: Q3 2022 in Review

Edge Capital Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 2,667 shares — an estimated $345K sold.

Edge Capital Group first reported a position in VOE in Q4 2018 and held it in 13 quarters. The position peaked at $671K in Q4 2019. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

Edge Capital Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Edge Capital Group sold 2,667 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $345K.
Edge Capital Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and held it in 13 quarters.
Edge Capital Group's Vanguard Mid-Cap Value ETF position peaked at $671K in Q4 2019.
824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on Edge Capital Group's 13F filing for Q3 2022, filed 9 Nov 2022.