Moss Adams Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Moss Adams Wealth Advisors’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 Q1	–	Sell	-7,832	Closed	-$1.06M	–	213
2022 Q4	$1.06M	Buy	+7,832	New	+$1.05M	0.53%	33

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

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

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

Moss Adams Wealth Advisors's VOE Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 7,832 shares — an estimated $1.06M sold.

Moss Adams Wealth Advisors first reported a position in VOE in Q4 2022 and held it in 1 quarter. The position peaked at $1.06M in Q4 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 7,832 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $1.06M.
Moss Adams Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 1 quarter.
Moss Adams Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.06M in Q4 2022.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.