Lumature Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Lumature Wealth 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
2023 Q2	$2.5M	Buy	18,037 +1,117	+7%	+$149K	1.48%	14
2023 Q1	$2.27M	Sell	16,920 -344	-2%	-$47.7K	1.27%	15
2022 Q4	$2.33M	Buy	17,264 +486	+3%	+$65.2K	1.3%	12
2022 Q3	$2.04M	Buy	16,778 +322	+2%	+$43.6K	1.09%	15
2022 Q2	$2.13M	Buy	16,456 +808	+5%	+$114K	0.95%	18
2022 Q1	$2.34M	Buy	15,648 +12	+0.1%	+$1.76K	0.94%	17
2021 Q4	$2.35M	Buy	15,636 +1,292	+9%	+$190K	0.91%	20
2021 Q3	$2M	Buy	14,344 +1,280	+10%	+$182K	0.82%	24
2021 Q2	$1.83M	Buy	13,064 +811	+7%	+$115K	0.76%	27
2021 Q1	$1.65M	Buy	12,253 +4,183	+52%	+$536K	0.87%	24
2020 Q4	$960K	Buy	+8,070	New	+$904K	0.91%	25

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lumature Wealth Partners's VOE Position: Q2 2023 in Review

Lumature Wealth Partners increased its Vanguard Mid-Cap Value ETF (VOE) stake by 6.6% in Q2 2023, buying an estimated $149K and bringing the position to 18,037 shares worth $2.5M. The position accounts for 1.48% of the portfolio, ranked #14.

Lumature Wealth Partners first reported a position in VOE in Q4 2020 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Lumature Wealth Partners held 18,037 shares of Vanguard Mid-Cap Value ETF worth $2.5M as of Q2 2023.
Lumature Wealth Partners bought 1,117 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $149K.
Vanguard Mid-Cap Value ETF made up 1.48% of Lumature Wealth Partners's portfolio in Q2 2023, its #14 holding.
Lumature Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 11 quarters since.
909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.