Institutional & Family Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Institutional & Family Asset Management’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 Q3	–	Sell	-34	Closed	-$4.71K	–	768
2023 Q2	$4.71K	Buy	+34	New	+$4.53K	﹤0.01%	484
2020 Q3	–	Sell	-13	Closed	-$1K	–	900
2020 Q2	$1K	Buy	+13	New	+$1.19K	﹤0.01%	813
2019 Q2	–	Sell	-118	Closed	-$13K	–	884
2019 Q1	$13K	Sell	118 -326	-73%	-$34.2K	﹤0.01%	470
2018 Q4	$42K	Buy	+444	New	+$46.6K	0.01%	342

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institutional & Family Asset Management's VOE Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2023, closing a stake of 34 shares — an estimated $4.71K sold.

Institutional & Family Asset Management first reported a position in VOE in Q4 2018 and held it in 4 quarters. The position peaked at $42K in Q4 2018. 891 funds tracked by Wall St. Rank hold VOE as of Q3 2023.

Institutional & Family Asset Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 34 Vanguard Mid-Cap Value ETF shares in Q3 2023, an estimated $4.71K.
Institutional & Family Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and held it in 4 quarters.
Institutional & Family Asset Management's Vanguard Mid-Cap Value ETF position peaked at $42K in Q4 2018.
891 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.