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

Tillar-Wenstrup 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
2023
Q1 		– Sell
-36,111
Closed -$4.88M – 36
2022
Q4 		$4.88M Buy
36,111
+767
+2% +$103K 2.36% 15
2022
Q3 		$4.3M Sell
35,344
-274
-0.8% -$37.1K 2.15% 16
2022
Q2 		$4.61M Buy
35,618
+3,366
+10% +$476K 2.31% 17
2022
Q1 		$4.83M Buy
+32,252
New +$4.74M 2.31% 16
2020
Q1 		– Sell
-34,173
Closed -$4.07M – 48
2019
Q4 		$4.07M Buy
34,173
+232
+0.7% +$26.7K 2.27% 15
2019
Q3 		$3.83M Sell
33,941
-1,563
-4% -$174K 2.22% 16
2019
Q2 		$3.95M Sell
35,504
-241
-0.7% -$26.4K 2.23% 14
2019
Q1 		$3.86M Sell
35,745
-1,790
-5% -$188K 2.22% 15
2018
Q4 		$3.58M Sell
37,535
-1,441
-4% -$151K 2.35% 14
2018
Q3 		$4.41M Buy
38,976
+10,852
+39% +$1.23M 2.4% 14
2018
Q2 		$3.11M Sell
28,124
-118
-0.4% -$13.1K 1.73% 20
2018
Q1 		$3.09M Sell
28,242
-150
-0.5% -$16.9K 1.8% 19
2017
Q4 		$3.17M Buy
28,392
+98
+0.3% +$10.6K 2.47% 14
2017
Q3 		$2.99M Sell
28,294
-655
-2% -$68.1K 2.27% 17
2017
Q2 		$2.98M Buy
28,949
+542
+2% +$55.4K 2.32% 12
2017
Q1 		$2.9M Buy
28,407
+2,041
+8% +$206K 2.21% 12
2016
Q4 		$2.56M Buy
26,366
+3,570
+16% +$339K 2.16% 13
2016
Q3 		$2.13M Sell
22,796
-487
-2% -$45.1K 1.95% 19
2016
Q2 		$2.07M Buy
+23,283
New +$2.05M 2.05% 15

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tillar-Wenstrup Advisors's VOE Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 36,111 shares — an estimated $4.88M sold.

Tillar-Wenstrup Advisors first reported a position in VOE in Q2 2016 and held it in 19 quarters. The position peaked at $4.88M in Q4 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 36,111 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $4.88M.
  • Tillar-Wenstrup Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2016 and held it in 19 quarters.
  • Tillar-Wenstrup Advisors's Vanguard Mid-Cap Value ETF position peaked at $4.88M in Q4 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.