Nadler Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Nadler Financial Group’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	–	Sell	-13,095	Closed	-$1.76M	–	120
2023 Q1	$1.76M	Hold	13,095	–	–	0.28%	37
2022 Q4	$1.77M	Hold	13,095	–	–	0.31%	32
2022 Q3	$1.59M	Hold	13,095	–	–	0.3%	34
2022 Q2	$1.7M	Hold	13,095	–	–	0.31%	34
2022 Q1	$1.96M	Sell	13,095 -13	-0.1%	-$1.91K	0.31%	34
2021 Q4	$1.97M	Hold	13,108	–	–	0.29%	38
2021 Q3	$1.83M	Buy	13,108 +825	+7%	+$117K	0.3%	36
2021 Q2	$1.73M	Buy	12,283 +2,295	+23%	+$324K	0.28%	37
2021 Q1	$1.35M	Buy	9,988 +2,205	+28%	+$282K	0.24%	38
2020 Q4	$926K	Buy	7,783 +1,855	+31%	+$208K	0.18%	48
2020 Q3	$601K	Buy	5,928 +2,401	+68%	+$243K	0.13%	54
2020 Q2	$338K	Buy	3,527 +1,015	+40%	+$93.1K	0.08%	67
2020 Q1	$204K	Buy	2,512 +820	+48%	+$88.3K	0.06%	83
2019 Q4	$202K	Buy	+1,692	New	+$195K	0.05%	101

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 $58.2B AUM 22.78% 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

Nadler Financial Group's VOE Position: Q2 2023 in Review

Nadler Financial Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 13,095 shares — an estimated $1.76M sold.

Nadler Financial Group first reported a position in VOE in Q4 2019 and held it in 14 quarters. The position peaked at $1.97M in Q4 2021. 910 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Nadler Financial Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Nadler Financial Group sold 13,095 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2023, an estimated $1.76M.
Nadler Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 14 quarters.
Nadler Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.97M in Q4 2021.
910 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on Nadler Financial Group's 13F filing for Q2 2023, filed 31 Jul 2023.