Portfolio Solutions’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Portfolio Solutions’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
2020 Q4	–	Sell	-5,718	Closed	-$580K	–	53
2020 Q3	$580K	Sell	5,718 -814	-12%	-$82.5K	0.08%	35
2020 Q2	$625K	Sell	6,532 -1,112	-15%	-$102K	0.09%	33
2020 Q1	$621K	Buy	7,644 +304	+4%	+$32.7K	0.1%	29
2019 Q4	$875K	Buy	+7,340	New	+$846K	0.12%	24
2019 Q1	–	Sell	-7,633	Closed	-$727K	–	45
2018 Q4	$727K	Buy	+7,633	New	+$801K	0.11%	25
2018 Q2	–	Sell	-1,040	Closed	-$114K	–	174
2018 Q1	$114K	Hold	1,040	–	–	0.02%	51
2017 Q4	$116K	Hold	1,040	–	–	0.02%	48
2017 Q3	$110K	Buy	+1,040	New	+$108K	0.01%	47

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

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Portfolio Solutions's VOE Position: Q4 2020 in Review

Portfolio Solutions sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2020, closing a stake of 5,718 shares — an estimated $580K sold.

Portfolio Solutions first reported a position in VOE in Q3 2017 and held it in 8 quarters. The position peaked at $875K in Q4 2019. 651 funds tracked by Wall St. Rank hold VOE as of Q4 2020.

Portfolio Solutions reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
Portfolio Solutions sold 5,718 Vanguard Mid-Cap Value ETF shares in Q4 2020, an estimated $580K.
Portfolio Solutions first reported a position in Vanguard Mid-Cap Value ETF in Q3 2017 and held it in 8 quarters.
Portfolio Solutions's Vanguard Mid-Cap Value ETF position peaked at $875K in Q4 2019.
651 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2020.

Based on Portfolio Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.