ICP
VOE icon

Interchange Capital Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-1,075
Closed -$127K – 1074
2020
Q4 		$127K Buy
+1,075
New +$120K 0.07% 268

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Interchange Capital Partners's VOE Position: Q1 2021 in Review

Interchange Capital Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2021, closing a stake of 1,075 shares — an estimated $127K sold.

Interchange Capital Partners first reported a position in VOE in Q4 2020 and held it in 1 quarter. The position peaked at $127K in Q4 2020. 698 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

  • Interchange Capital Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,075 Vanguard Mid-Cap Value ETF shares in Q1 2021, an estimated $127K.
  • Interchange Capital Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Vanguard Mid-Cap Value ETF position peaked at $127K in Q4 2020.
  • 698 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.