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

Voya Financial 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
Q2 		– Sell
-17,063
Closed -$2.31M – 609
2021
Q1 		$2.31M Sell
17,063
-521
-3% -$66.7K 0.09% 185
2020
Q4 		$2.08M Sell
17,584
-765
-4% -$85.7K 0.09% 189
2020
Q3 		$1.85M Buy
18,349
+766
+4% +$77.6K 0.09% 176
2020
Q2 		$1.66M Buy
17,583
+276
+2% +$25.3K 0.09% 175
2020
Q1 		$1.44M Sell
17,307
-3,961
-19% -$427K 0.08% 175
2019
Q4 		$2.52M Buy
21,268
+108
+0.5% +$12.4K 0.12% 129
2019
Q3 		$2.38M Buy
21,160
+395
+2% +$43.9K 0.13% 121
2019
Q2 		$2.29M Buy
20,765
+476
+2% +$52.1K 0.12% 130
2019
Q1 		$2.18M Buy
20,289
+1,190
+6% +$125K 0.13% 133
2018
Q4 		$1.8M Buy
19,099
+1,219
+7% +$128K 0.12% 144
2018
Q3 		$2.03M Buy
17,880
+121
+0.7% +$13.7K 0.12% 145
2018
Q2 		$1.96M Buy
17,759
+1,356
+8% +$150K 0.13% 141
2018
Q1 		$1.77M Sell
16,403
-5,024
-23% -$565K 0.12% 155
2017
Q4 		$2.4M Buy
21,427
+946
+5% +$102K 0.15% 136
2017
Q3 		$2.16M Buy
20,481
+684
+3% +$71.1K 0.14% 134
2017
Q2 		$2.03M Sell
19,797
-4,850
-20% -$496K 0.14% 130
2017
Q1 		$2.5M Buy
24,647
+6,627
+37% +$668K 0.19% 106
2016
Q4 		$1.76M Sell
18,020
-5,235
-23% -$497K 0.15% 128
2016
Q3 		$2.16M Sell
23,255
-10,706
-32% -$991K 0.22% 91
2016
Q2 		$2.97M Sell
33,961
-291
-0.8% -$25.6K 0.35% 56
2016
Q1 		$2.98M Buy
34,252
+20,030
+141% +$1.63M 0.42% 47
2015
Q4 		$1.23M Buy
14,222
+396
+3% +$34.6K 0.18% 94
2015
Q3 		$1.13M Buy
13,826
+1,606
+13% +$142K 0.2% 90
2015
Q2 		$1.1M Buy
12,220
+2,033
+20% +$188K 0.2% 94
2015
Q1 		$939K Buy
+10,187
New +$920K 0.18% 109

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

Voya Financial Advisors's VOE Position: Q2 2021 in Review

Voya Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2021, closing a stake of 17,063 shares — an estimated $2.31M sold.

Voya Financial Advisors first reported a position in VOE in Q1 2015 and held it in 25 quarters. The position peaked at $2.98M in Q1 2016. 719 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

  • Voya Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 17,063 Vanguard Mid-Cap Value ETF shares in Q2 2021, an estimated $2.31M.
  • Voya Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $2.98M in Q1 2016.
  • 719 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.