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Financial Insights’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Financial Insights’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
2021
Q3 		– Sell
-150
Closed -$211K – 215
2021
Q2 		$211K Buy
+150
New +$21.2K 0.02% 224

Other funds holding VOE

Betterment LLC
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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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Insights's VOE Position: Q3 2021 in Review

Financial Insights sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2021, closing a stake of 150 shares — an estimated $211K sold.

Financial Insights first reported a position in VOE in Q2 2021 and held it in 1 quarter. The position peaked at $211K in Q2 2021. 710 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

  • Financial Insights reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 150 Vanguard Mid-Cap Value ETF shares in Q3 2021, an estimated $211K.
  • Financial Insights first reported a position in Vanguard Mid-Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's Vanguard Mid-Cap Value ETF position peaked at $211K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.