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

Eudaimonia 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
2024
Q1 		$312K Buy
+2,000
New +$294K 0.17% 126
2022
Q2 		– Sell
-2,079
Closed -$311K – 177
2022
Q1 		$311K Sell
2,079
-353
-15% -$51.9K 0.18% 123
2021
Q4 		$366K Buy
+2,432
New +$357K 0.22% 109

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Eudaimonia Advisors's VOE Position: Q1 2024 in Review

Eudaimonia Advisors opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2024: 2,000 shares worth $312K. The stake represents 0.17% of the portfolio and ranks #126 among its holdings. This is a return to the name: Eudaimonia Advisors previously reported a position in VOE as recently as Q1 2022.

Eudaimonia Advisors first reported a position in VOE in Q4 2021 and has held it in 3 quarters since. The position peaked at $366K in Q4 2021. 978 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

  • Eudaimonia Advisors held 2,000 shares of Vanguard Mid-Cap Value ETF worth $312K as of Q1 2024.
  • Vanguard Mid-Cap Value ETF was a new Eudaimonia Advisors position in Q1 2024.
  • Vanguard Mid-Cap Value ETF made up 0.17% of Eudaimonia Advisors's portfolio in Q1 2024, its #126 holding.
  • Eudaimonia Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Eudaimonia Advisors's Vanguard Mid-Cap Value ETF position peaked at $366K in Q4 2021.
  • 978 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.