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

Summit Wealth Partners’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
Q3 		– Sell
-1,801
Closed -$233K – 169
2022
Q2 		$233K Sell
1,801
-3,820
-68% -$540K 0.06% 146
2022
Q1 		$841K Buy
5,621
+799
+17% +$118K 0.19% 65
2021
Q4 		$725K Buy
4,822
+2,506
+108% +$368K 0.16% 70
2021
Q3 		$323K Buy
2,316
+179
+8% +$25.4K 0.08% 115
2021
Q2 		$300K Buy
+2,137
New +$302K 0.07% 127

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Wealth Partners's VOE Position: Q3 2022 in Review

Summit Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 1,801 shares — an estimated $233K sold.

Summit Wealth Partners first reported a position in VOE in Q2 2021 and held it in 5 quarters. The position peaked at $841K in Q1 2022. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • Summit Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 1,801 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $233K.
  • Summit Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q2 2021 and held it in 5 quarters.
  • Summit Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $841K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on Summit Wealth Partners's 13F filing for Q3 2022, filed 11 Sep 2024.