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Paracle Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Paracle 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
2021
Q1 		$557K Sell
4,133
-130
-3% -$16.6K 0.1% 66
2020
Q4 		$507K Sell
4,263
-196
-4% -$22K 0.1% 70
2020
Q3 		$452K Hold
4,459
– – 0.1% 67
2020
Q2 		$426K Sell
4,459
-2,178
-33% -$200K 0.1% 66
2020
Q1 		$539K Buy
+6,637
New +$715K 0.15% 53

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
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Paracle Advisors's VOE Position: Q1 2021 in Review

Paracle Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 3% in Q1 2021, selling an estimated $16.6K and leaving 4,133 shares worth $557K. The position accounts for 0.1% of the portfolio, ranked #66.

Paracle Advisors first reported a position in VOE in Q1 2020 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

  • Paracle Advisors held 4,133 shares of Vanguard Mid-Cap Value ETF worth $557K as of Q1 2021.
  • Paracle Advisors sold 130 Vanguard Mid-Cap Value ETF shares in Q1 2021, an estimated $16.6K.
  • Vanguard Mid-Cap Value ETF made up 0.1% of Paracle Advisors's portfolio in Q1 2021, its #66 holding.
  • Paracle Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.