HCIA
VOE icon

Hochman Cole Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$780K Sell
5,585
-351
-6% -$49.9K 0.31% 62
2021
Q2 		$834K Sell
5,936
-320
-5% -$45.2K 0.33% 57
2021
Q1 		$844K Hold
6,256
– – 0.35% 52
2020
Q4 		$744K Sell
6,256
-339
-5% -$38K 0.32% 55
2020
Q3 		$669K Buy
6,595
+41
+0.6% +$4.15K 0.33% 52
2020
Q2 		$627K Sell
6,554
-99
-1% -$9.08K 0.35% 54
2020
Q1 		$541K Hold
6,653
– – 0.37% 49
2019
Q4 		$793K Sell
6,653
-428
-6% -$49.3K 0.43% 52
2019
Q3 		$800K Sell
7,081
-1,119
-14% -$124K 0.5% 47
2019
Q2 		$913K Sell
8,200
-227
-3% -$24.9K 0.54% 41
2019
Q1 		$909K Hold
8,427
– – 0.54% 42
2018
Q4 		$803K Hold
8,427
– – 0.55% 43
2018
Q3 		$953K Sell
8,427
-88
-1% -$10K 0.59% 40
2018
Q2 		$941K Hold
8,515
– – 0.62% 41
2018
Q1 		$931K Hold
8,515
– – 0.65% 37
2017
Q4 		$950K Hold
8,515
– – 0.6% 43
2017
Q3 		$900K Hold
8,515
– – 0.59% 43
2017
Q2 		$876K Sell
8,515
-2,984
-26% -$305K 0.61% 42
2017
Q1 		$1.17M Sell
11,499
-242
-2% -$24.4K 0.85% 33
2016
Q4 		$1.14M Sell
11,741
-400
-3% -$37.9K 0.83% 36
2016
Q3 		$1.14M Buy
12,141
+792
+7% +$73.3K 0.85% 34
2016
Q2 		$1.01M Hold
11,349
– – 0.83% 34
2016
Q1 		$989K Hold
11,349
– – 0.84% 32
2015
Q4 		$975K Buy
+11,349
New +$992K 0.83% 35

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $202B AUM 37.79% 1-Year Est. Return

Hochman Cole Investment Advisors's VOE Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.9% in Q3 2021, selling an estimated $49.9K and leaving 5,585 shares worth $780K. The position accounts for 0.31% of the portfolio, ranked #62.

Hochman Cole Investment Advisors first reported a position in VOE in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.17M in Q1 2017. 711 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

  • Hochman Cole Investment Advisors held 5,585 shares of Vanguard Morningstar Mid-Cap Value ETF worth $780K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 351 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2021, an estimated $49.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.31% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #62 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.17M in Q1 2017.
  • 711 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.