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Novak Financial Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Novak Financial Planning’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
2021
Q2 		$1.66M Sell
11,832
-199
-2% -$28.1K 0.81% 38
2021
Q1 		$1.62M Sell
12,031
-162
-1% -$20.7K 0.89% 32
2020
Q4 		$1.45M Buy
+12,193
New +$1.37M 0.85% 35

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Novak Financial Planning's VOE Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.7% in Q2 2021, selling an estimated $28.1K and leaving 11,832 shares worth $1.66M. The position accounts for 0.81% of the portfolio, ranked #38.

Novak Financial Planning first reported a position in VOE in Q4 2020 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

  • Novak Financial Planning held 11,832 shares of Vanguard Mid-Cap Value ETF worth $1.66M as of Q2 2021.
  • Novak Financial Planning sold 199 Vanguard Mid-Cap Value ETF shares in Q2 2021, an estimated $28.1K.
  • Vanguard Mid-Cap Value ETF made up 0.81% of Novak Financial Planning's portfolio in Q2 2021, its #38 holding.
  • Novak Financial Planning first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.