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

Obermeyer 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 Q1	–	Sell	-2,112	Closed	-$286K	–	240
2022 Q4	$286K	Buy	2,112 +16	+0.8%	+$2.15K	0.02%	167
2022 Q3	$255K	Hold	2,096	–	–	0.02%	169
2022 Q2	$271K	Hold	2,096	–	–	0.02%	158
2022 Q1	$314K	Hold	2,096	–	–	0.02%	168
2021 Q4	$315K	Hold	2,096	–	–	0.02%	171
2021 Q3	$293K	Buy	2,096 +496	+31%	+$70.5K	0.02%	172
2021 Q2	$225K	Hold	1,600	–	–	0.01%	198
2021 Q1	$216K	Sell	1,600 -1,400	-47%	-$179K	0.01%	187
2020 Q4	$357K	Hold	3,000	–	–	0.02%	105
2020 Q3	$304K	Hold	3,000	–	–	0.02%	112
2020 Q2	$287K	Sell	3,000 -200	-6%	-$18.3K	0.02%	111
2020 Q1	$260K	Buy	3,200 +200	+7%	+$21.5K	0.03%	102
2019 Q4	$358K	Hold	3,000	–	–	0.03%	94
2019 Q3	$339K	Buy	+3,000	New	+$333K	0.03%	94

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

Obermeyer Wealth Partners's VOE Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 2,112 shares — an estimated $286K sold.

Obermeyer Wealth Partners first reported a position in VOE in Q3 2019 and held it in 14 quarters. The position peaked at $358K in Q4 2019. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Obermeyer Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,112 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $286K.
Obermeyer Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q3 2019 and held it in 14 quarters.
Obermeyer Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $358K in Q4 2019.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.