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Lane & Associates’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Lane & Associates’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
-1,555
Closed -$215K – 111
2023
Q2 		$215K Sell
1,555
-366
-19% -$48.8K 0.17% 95
2023
Q1 		$258K Sell
1,921
-390
-17% -$54.1K 0.23% 81
2022
Q4 		$313K Buy
+2,311
New +$310K 0.3% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lane & Associates's VOE Position: Q3 2023 in Review

Lane & Associates sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2023, closing a stake of 1,555 shares — an estimated $215K sold.

Lane & Associates first reported a position in VOE in Q4 2022 and held it in 3 quarters. The position peaked at $313K in Q4 2022. 890 funds tracked by Wall St. Rank hold VOE as of Q3 2023.

  • Lane & Associates reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Lane & Associates sold 1,555 Vanguard Mid-Cap Value ETF shares in Q3 2023, an estimated $215K.
  • Lane & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 3 quarters.
  • Lane & Associates's Vanguard Mid-Cap Value ETF position peaked at $313K in Q4 2022.
  • 890 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2023.

Based on Lane & Associates's 13F filing for Q3 2023, filed 12 Apr 2024.