Sensible Financial Planning & Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Sensible Financial Planning & Management’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
2024 Q4	–	Sell	-1,372	Closed	-$230K	–	49
2024 Q3	$230K	Buy	+1,372	New	+$218K	0.05%	49
2016 Q4	–	Sell	-1,120	Closed	-$105K	–	70
2016 Q3	$105K	Hold	1,120	–	–	0.07%	33
2016 Q2	$100K	Buy	+1,120	New	+$98.5K	0.07%	36
2015 Q1	–	Sell	-174	Closed	-$16K	–	64
2014 Q4	$16K	Hold	174	–	–	0.02%	54
2014 Q3	$15K	Buy	+174	New	+$15.1K	0.01%	50

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Sensible Financial Planning & Management's VOE Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 1,372 shares — an estimated $230K sold.

Sensible Financial Planning & Management first reported a position in VOE in Q3 2014 and held it in 5 quarters. The position peaked at $230K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

Sensible Financial Planning & Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 1,372 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $230K.
Sensible Financial Planning & Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2014 and held it in 5 quarters.
Sensible Financial Planning & Management's Vanguard Mid-Cap Value ETF position peaked at $230K in Q3 2024.
1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.