SWPG
VOE icon

Strategic Wealth Partners Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$520K Sell
3,336
-55
-2% -$8.07K 0.06% 55
2023
Q4 		$492K Buy
3,391
+1
+0% +$134 0.06% 52
2023
Q3 		$444K Buy
3,390
+1
+0% +$139 0.07% 50
2023
Q2 		$469K Buy
3,389
+1
+0% +$133 0.07% 50
2023
Q1 		$447K Buy
3,388
+1,093
+48% +$152K 0.07% 47
2022
Q4 		$310K Buy
2,295
+1
+0% +$134 0.07% 45
2022
Q3 		$279K Hold
2,294
– – 0.06% 47
2022
Q2 		$297K Buy
2,294
+12
+0.5% +$1.7K 0.07% 48
2022
Q1 		$342K Buy
2,282
+1
+0% +$147 0.07% 46
2021
Q4 		$343K Sell
2,281
-571
-20% -$83.8K 0.06% 54
2021
Q3 		$398K Buy
+2,852
New +$405K 0.08% 46
2021
Q1 		$389K Buy
2,885
+1
+0% +$128 0.08% 46
2020
Q4 		$343K Hold
2,884
– – 0.07% 49
2020
Q3 		$292K Sell
2,884
-280
-9% -$28.4K 0.07% 51
2020
Q2 		$303K Buy
3,164
+303
+11% +$27.8K 0.08% 49
2020
Q1 		$233K Sell
2,861
-85
-3% -$9.15K 0.07% 50
2019
Q4 		$351K Buy
+2,946
New +$339K 0.08% 48
2018
Q4 		– Sell
-2,168
Closed -$245 – 30
2018
Q3 		$245 Hold
2,168
– – 0.01% 29
2018
Q2 		$239 Hold
2,168
– – ﹤0.01% 49
2018
Q1 		$237 Hold
2,168
– – 0.02% 52
2017
Q4 		$242K Sell
2,168
-712
-25% -$77.1K 0.11% 27
2017
Q3 		$304K Buy
2,880
+714
+33% +$74.2K 0.14% 27
2017
Q2 		$223K Hold
2,166
– – 0.11% 26
2017
Q1 		$221K Hold
2,166
– – 0.11% 26
2016
Q4 		$211K Buy
+2,166
New +$205K 0.1% 32

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Strategic Wealth Partners Group's VOE Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.6% in Q1 2024, selling an estimated $8.07K and leaving 3,336 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #55.

Strategic Wealth Partners Group first reported a position in VOE in Q4 2016 and has held it in 25 quarters since. 978 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

  • Strategic Wealth Partners Group held 3,336 shares of Vanguard Mid-Cap Value ETF worth $520K as of Q1 2024.
  • Strategic Wealth Partners Group sold 55 Vanguard Mid-Cap Value ETF shares in Q1 2024, an estimated $8.07K.
  • Vanguard Mid-Cap Value ETF made up 0.06% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #55 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and has held it in 25 quarters since.
  • 978 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.