WAM
VOE icon

Wealthspire Advisors (Maryland)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$484K Buy
4,772
+424
+10% +$42.9K 0.02% 277
2020
Q2 		$416K Buy
4,348
+1,492
+52% +$137K 0.03% 288
2020
Q1 		$232K Buy
2,856
+369
+15% +$39.7K 0.02% 355
2019
Q4 		$296K Buy
2,487
+10
+0.4% +$1.15K 0.02% 379
2019
Q3 		$280K Buy
2,477
+13
+0.5% +$1.44K 0.02% 359
2019
Q2 		$274K Buy
2,464
+120
+5% +$13.1K 0.02% 373
2019
Q1 		$253K Sell
2,344
-2,960
-56% -$311K 0.02% 397
2018
Q4 		$505K Buy
5,304
+4,293
+425% +$451K 0.04% 219
2018
Q3 		$114K Hold
1,011
– – 0.01% 635
2018
Q2 		$112K Sell
1,011
-389
-28% -$43.1K 0.01% 663
2018
Q1 		$153K Buy
1,400
+26
+2% +$2.92K 0.01% 560
2017
Q4 		$153K Sell
1,374
-2,162
-61% -$234K 0.01% 575
2017
Q3 		$374K Sell
3,536
-24
-0.7% -$2.49K 0.04% 307
2017
Q2 		$366K Sell
3,560
-170
-5% -$17.4K 0.04% 292
2017
Q1 		$380K Sell
3,730
-359
-9% -$36.2K 0.05% 239
2016
Q4 		$397K Sell
4,089
-18
-0.4% -$1.71K 0.06% 215
2016
Q3 		$384K Buy
4,107
+2
+0% +$185 0.06% 219
2016
Q2 		$366K Sell
4,105
-284
-6% -$25K 0.06% 213
2016
Q1 		$382K Buy
4,389
+1
+0% +$82 0.07% 197
2015
Q4 		$377K Buy
+4,388
New +$384K 0.07% 205

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Mid-Cap Value ETF (VOE) stake by 9.8% in Q3 2020, buying an estimated $42.9K and bringing the position to 4,772 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #277.

Wealthspire Advisors (Maryland) first reported a position in VOE in Q4 2015 and has held it in 20 quarters since. The position peaked at $505K in Q4 2018. 558 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,772 shares of Vanguard Mid-Cap Value ETF worth $484K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 424 Vanguard Mid-Cap Value ETF shares in Q3 2020, an estimated $42.9K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #277 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Mid-Cap Value ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Vanguard Mid-Cap Value ETF position peaked at $505K in Q4 2018.
  • 558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.