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Leo Brokerage’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Leo Brokerage’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
Q2 		$449K Sell
3,246
-107
-3% -$14.3K 0.05% 196
2023
Q1 		$450K Buy
+3,353
New +$465K 0.07% 192
2022
Q2 		$4.36M Sell
33,645
-5,333
-14% -$754K 1.17% 19
2022
Q1 		$5.83M Buy
+38,978
New +$5.73M 0.93% 20

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Brokerage's VOE Position: Q2 2023 in Review

Leo Brokerage reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.2% in Q2 2023, selling an estimated $14.3K and leaving 3,246 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #196.

Leo Brokerage first reported a position in VOE in Q1 2022 and has held it in 4 quarters since. The position peaked at $5.83M in Q1 2022. 912 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

  • Leo Brokerage held 3,246 shares of Vanguard Morningstar Mid-Cap Value ETF worth $449K as of Q2 2023.
  • Leo Brokerage sold 107 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2023, an estimated $14.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #196 holding.
  • Leo Brokerage first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
  • Leo Brokerage's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.83M in Q1 2022.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.