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

Fullen Financial 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
2023 Q1	$8.51M	Buy	63,042 +4,181	+7%	+$580K	4.59%	8
2022 Q4	$8.53M	Buy	58,861 +1,460	+3%	+$196K	4.84%	7
2022 Q3	$7.69M	Buy	57,401 +1,136	+2%	+$154K	4.9%	7
2022 Q2	$7.29M	Buy	56,265 +89	+0.2%	+$12.6K	4.69%	7
2022 Q1	$8.41M	Buy	56,176 +778	+1%	+$114K	4.91%	7
2021 Q4	$8.33M	Buy	55,398 +308	+0.6%	+$45.2K	4.64%	7
2021 Q3	$7.85M	Buy	55,090 +2,996	+6%	+$426K	4.48%	7
2021 Q2	$7.32M	Buy	52,094 +791	+2%	+$112K	4.31%	7
2021 Q1	$6.92M	Buy	51,303 +450	+0.9%	+$57.6K	4.42%	7
2020 Q4	$6.05M	Sell	50,853 -651	-1%	-$72.9K	4.1%	7
2020 Q3	$5.22M	Buy	51,504 +3,355	+7%	+$340K	3.98%	7
2020 Q2	$4.61M	Buy	+48,149	New	+$4.42M	3.82%	7

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

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

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

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

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

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

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

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

Fullen Financial Group's VOE Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 7.1% in Q1 2023, buying an estimated $580K and bringing the position to 63,042 shares worth $8.51M. The position accounts for 4.59% of the portfolio, ranked #8.

Fullen Financial Group first reported a position in VOE in Q2 2020 and has held it in 12 quarters since. The position peaked at $8.53M in Q4 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Fullen Financial Group held 63,042 shares of Vanguard Mid-Cap Value ETF worth $8.51M as of Q1 2023.
Fullen Financial Group bought 4,181 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $580K.
Vanguard Mid-Cap Value ETF made up 4.59% of Fullen Financial Group's portfolio in Q1 2023, its #8 holding.
Fullen Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's Vanguard Mid-Cap Value ETF position peaked at $8.53M in Q4 2022.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.