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Sheaff Brock Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Sheaff Brock Investment 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
2024
Q3 		– Sell
-1,590
Closed -$239K – 481
2024
Q2 		$239K Sell
1,590
-200
-11% -$30.3K 0.02% 357
2024
Q1 		$279K Sell
1,790
-299
-14% -$43.9K 0.02% 367
2023
Q4 		$303K Sell
2,089
-299
-13% -$40.2K 0.02% 342
2023
Q3 		$313K Sell
2,388
-118
-5% -$16.3K 0.03% 320
2023
Q2 		$347K Buy
2,506
+1
+0% +$133 0.03% 321
2023
Q1 		$336K Sell
2,505
-81
-3% -$11.2K 0.03% 326
2022
Q4 		$350K Sell
2,586
-18
-0.7% -$2.42K 0.03% 307
2022
Q3 		$317K Hold
2,604
– – 0.03% 317
2022
Q2 		$337K Sell
2,604
-30
-1% -$4.24K 0.03% 315
2022
Q1 		$395K Buy
2,634
+581
+28% +$85.4K 0.03% 318
2021
Q4 		$309K Buy
2,053
+190
+10% +$27.9K 0.02% 371
2021
Q3 		$260K Hold
1,863
– – 0.02% 417
2021
Q2 		$261K Hold
1,863
– – 0.02% 401
2021
Q1 		$251K Sell
1,863
-362
-16% -$46.4K 0.02% 394
2020
Q4 		$265K Buy
+2,225
New +$249K 0.02% 361

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Sheaff Brock Investment Advisors's VOE Position: Q3 2024 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2024, closing a stake of 1,590 shares — an estimated $239K sold.

Sheaff Brock Investment Advisors first reported a position in VOE in Q4 2020 and held it in 15 quarters. The position peaked at $395K in Q1 2022. 1,030 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

  • Sheaff Brock Investment Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,590 Vanguard Mid-Cap Value ETF shares in Q3 2024, an estimated $239K.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 15 quarters.
  • Sheaff Brock Investment Advisors's Vanguard Mid-Cap Value ETF position peaked at $395K in Q1 2022.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.