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Okabena Investment Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Okabena Investment Services’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
-66
Closed -$8.85K – 245
2023
Q1 		$8.85K Buy
+66
New +$9.16K 0.01% 108

Other funds holding VOE

Betterment LLC
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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Okabena Investment Services's VOE Position: Q2 2023 in Review

Okabena Investment Services sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 66 shares — an estimated $8.85K sold.

Okabena Investment Services first reported a position in VOE in Q1 2023 and held it in 1 quarter. The position peaked at $8.85K in Q1 2023. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

  • Okabena Investment Services reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 66 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $8.85K.
  • Okabena Investment Services first reported a position in Vanguard Mid-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's Vanguard Mid-Cap Value ETF position peaked at $8.85K in Q1 2023.
  • 909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.