Tiedemann Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Tiedemann 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
2021 Q3	–	Sell	-2,970	Closed	-$417K	–	367
2021 Q2	$417K	Hold	2,970	–	–	0.02%	250
2021 Q1	$401K	Hold	2,970	–	–	0.02%	236
2020 Q4	$353K	Buy	+2,970	New	+$333K	0.02%	238
2019 Q3	–	Sell	-5,126	Closed	-$574K	–	318
2019 Q2	$574K	Buy	+5,126	New	+$561K	0.03%	191

Other funds holding VOE

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Tiedemann Advisors's VOE Position: Q3 2021 in Review

Tiedemann Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2021, closing a stake of 2,970 shares — an estimated $417K sold.

Tiedemann Advisors first reported a position in VOE in Q2 2019 and held it in 4 quarters. The position peaked at $574K in Q2 2019. 710 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

Tiedemann Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 2,970 Vanguard Mid-Cap Value ETF shares in Q3 2021, an estimated $417K.
Tiedemann Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2019 and held it in 4 quarters.
Tiedemann Advisors's Vanguard Mid-Cap Value ETF position peaked at $574K in Q2 2019.
710 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.