Personal Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Personal Capital 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
2022 Q4	$866K	Buy	6,406 +1,942	+44%	+$261K	﹤0.01%	247
2022 Q3	$544K	Sell	4,464 -1,425	-24%	-$193K	﹤0.01%	278
2022 Q2	$763K	Sell	5,889 -1,114	-16%	-$158K	﹤0.01%	249
2022 Q1	$1.05M	Sell	7,003 -519	-7%	-$76.3K	﹤0.01%	247
2021 Q4	$1.09M	Buy	7,522 +949	+14%	+$139K	0.01%	262
2021 Q3	$918K	Buy	6,573 +394	+6%	+$56K	﹤0.01%	256
2021 Q2	$868K	Buy	6,179 +228	+4%	+$32.2K	﹤0.01%	259
2021 Q1	$803K	Sell	5,951 -337	-5%	-$43.1K	﹤0.01%	261
2020 Q4	$748K	Buy	6,288 +3,808	+154%	+$427K	﹤0.01%	265
2020 Q3	$251K	Buy	+2,480	New	+$251K	﹤0.01%	364
2020 Q2	–	Sell	-2,668	Closed	-$200K	–	376
2020 Q1	$200K	Buy	2,668 +690	+35%	+$74.3K	﹤0.01%	331
2019 Q4	$236K	Buy	+1,978	New	+$228K	﹤0.01%	369

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Personal Capital Advisors's VOE Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 44% in Q4 2022, buying an estimated $261K and bringing the position to 6,406 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Personal Capital Advisors first reported a position in VOE in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.09M in Q4 2021. 915 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Personal Capital Advisors held 6,406 shares of Vanguard Morningstar Mid-Cap Value ETF worth $866K as of Q4 2022.
Personal Capital Advisors bought 1,942 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2022, an estimated $261K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #247 holding.
Personal Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 12 quarters since.
Personal Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.09M in Q4 2021.
915 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.