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SkyView Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

SkyView 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
2022
Q2 		– Sell
-5,772
Closed -$827K – 632
2022
Q1 		$827K Buy
+5,772
New +$849K 0.2% 157

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SkyView Investment Advisors's VOE Position: Q2 2022 in Review

SkyView Investment Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 5,772 shares — an estimated $827K sold.

SkyView Investment Advisors first reported a position in VOE in Q1 2022 and held it in 1 quarter. The position peaked at $827K in Q1 2022. 842 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

  • SkyView Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • SkyView Investment Advisors sold 5,772 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $827K.
  • SkyView Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • SkyView Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $827K in Q1 2022.
  • 842 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on SkyView Investment Advisors's 13F filing for Q2 2022, filed 15 Nov 2022.