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USCA RIA’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

USCA RIA’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
Q2 		$369K Buy
2,627
+42
+2% +$5.94K 0.02% 443
2021
Q1 		$349K Hold
2,585
– – 0.02% 427
2020
Q4 		$308K Hold
2,585
– – 0.02% 404
2020
Q3 		$262K Buy
+2,585
New +$262K 0.02% 386

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

USCA RIA's VOE Position: Q2 2021 in Review

USCA RIA increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.6% in Q2 2021, buying an estimated $5.94K and bringing the position to 2,627 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #443.

USCA RIA first reported a position in VOE in Q3 2020 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

  • USCA RIA held 2,627 shares of Vanguard Mid-Cap Value ETF worth $369K as of Q2 2021.
  • USCA RIA bought 42 Vanguard Mid-Cap Value ETF shares in Q2 2021, an estimated $5.94K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of USCA RIA's portfolio in Q2 2021, its #443 holding.
  • USCA RIA first reported a position in Vanguard Mid-Cap Value ETF in Q3 2020 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.