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

West Paces 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
2024 Q4	–	Sell	-200	Closed	-$33.5K	–	576
2024 Q3	$33.5K	Hold	200	–	–	0.01%	264
2024 Q2	$30.1K	Sell	200 -200	-50%	-$30.3K	0.01%	262
2024 Q1	$62.4K	Hold	400	–	–	0.02%	205
2023 Q4	$58K	Hold	400	–	–	0.02%	208
2023 Q3	$52.4K	Hold	400	–	–	0.02%	211
2023 Q2	$55.4K	Hold	400	–	–	0.02%	212
2023 Q1	$53.6K	Hold	400	–	–	0.02%	215
2022 Q4	$54.1K	Hold	400	–	–	0.02%	212
2022 Q3	$48.7K	Sell	400 -82	-17%	-$11.1K	0.02%	212
2022 Q2	$62.4K	Buy	482 +82	+21%	+$11.6K	0.02%	201
2022 Q1	$59.9K	Hold	400	–	–	0.02%	213
2021 Q4	$60.1K	Buy	+400	New	+$58.7K	0.02%	215
2021 Q2	–	Sell	-295	Closed	-$39.8K	–	627
2021 Q1	$39.8K	Buy	+295	New	+$37.8K	0.02%	211
2019 Q2	–	Sell	-735	Closed	-$79.3K	–	474
2019 Q1	$79.3K	Sell	735 -354	-33%	-$37.2K	0.06%	143
2018 Q4	$104K	Hold	1,089	–	–	0.08%	129
2018 Q3	$123K	Hold	1,089	–	–	0.09%	124
2018 Q2	$120K	Hold	1,089	–	–	0.09%	123
2018 Q1	$119K	Hold	1,089	–	–	0.09%	120
2017 Q4	$122K	Sell	1,089 -406	-27%	-$43.9K	0.09%	126
2017 Q3	$158K	Hold	1,495	–	–	0.12%	114
2017 Q2	$154K	Hold	1,495	–	–	0.12%	115
2017 Q1	$152K	Hold	1,495	–	–	0.12%	117
2016 Q4	$145K	Buy	+1,495	New	+$142K	0.14%	120

Other funds holding VOE

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

West Paces Advisors's VOE Position: Q4 2024 in Review

West Paces Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 200 shares — an estimated $33.5K sold.

West Paces Advisors first reported a position in VOE in Q4 2016 and held it in 23 quarters. The position peaked at $158K in Q3 2017. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

West Paces Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
West Paces Advisors sold 200 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $33.5K.
West Paces Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and held it in 23 quarters.
West Paces Advisors's Vanguard Mid-Cap Value ETF position peaked at $158K in Q3 2017.
1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on West Paces Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.