Global Financial Private Capital’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Global Financial Private Capital’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
2020 Q2	$5.38M	Buy	56,173 +4,440	+9%	+$407K	0.34%	80
2020 Q1	$4.21M	Sell	51,733 -3,549	-6%	-$382K	0.27%	100
2019 Q4	$6.59M	Buy	55,282 +4,173	+8%	+$481K	0.33%	83
2019 Q3	$5.78M	Sell	51,109 -6,599	-11%	-$733K	0.29%	93
2019 Q2	$6.46M	Buy	+57,708	New	+$6.32M	0.31%	91
2018 Q4	–	Sell	-27,514	Closed	-$3.11M	–	516
2018 Q3	$3.11M	Buy	27,514 +3,883	+16%	+$441K	0.11%	163
2018 Q2	$2.61M	Buy	23,631 +1,450	+7%	+$161K	0.09%	171
2018 Q1	$2.43M	Sell	22,181 -547	-2%	-$61.5K	0.09%	171
2017 Q4	$2.54M	Sell	22,728 -972	-4%	-$105K	0.09%	157
2017 Q3	$2.5M	Buy	+23,700	New	+$2.46M	0.09%	141

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Global Financial Private Capital's VOE Position: Q2 2020 in Review

Global Financial Private Capital increased its Vanguard Mid-Cap Value ETF (VOE) stake by 8.6% in Q2 2020, buying an estimated $407K and bringing the position to 56,173 shares worth $5.38M. The position accounts for 0.34% of the portfolio, ranked #80.

Global Financial Private Capital first reported a position in VOE in Q3 2017 and has held it in 10 quarters since. The position peaked at $6.59M in Q4 2019. 564 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

Global Financial Private Capital held 56,173 shares of Vanguard Mid-Cap Value ETF worth $5.38M as of Q2 2020.
Global Financial Private Capital bought 4,440 Vanguard Mid-Cap Value ETF shares in Q2 2020, an estimated $407K.
Vanguard Mid-Cap Value ETF made up 0.34% of Global Financial Private Capital's portfolio in Q2 2020, its #80 holding.
Global Financial Private Capital first reported a position in Vanguard Mid-Cap Value ETF in Q3 2017 and has held it in 10 quarters since.
Global Financial Private Capital's Vanguard Mid-Cap Value ETF position peaked at $6.59M in Q4 2019.
564 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.