GW
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GW & Wade’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

GW & Wade’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
Q2 		– Sell
-2,120
Closed -$286K – 389
2021
Q1 		$286K Buy
+2,120
New +$271K 0.02% 288

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GW & Wade's VOE Position: Q2 2021 in Review

GW & Wade sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2021, closing a stake of 2,120 shares — an estimated $286K sold.

GW & Wade first reported a position in VOE in Q1 2021 and held it in 1 quarter. The position peaked at $286K in Q1 2021. 720 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

  • GW & Wade reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • GW & Wade sold 2,120 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2021, an estimated $286K.
  • GW & Wade first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • GW & Wade's Vanguard Morningstar Mid-Cap Value ETF position peaked at $286K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2021.

Based on GW & Wade's 13F filing for Q2 2021, filed 12 Aug 2021.