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Whalen Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Whalen Wealth Management’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
-16,954
Closed -$2.84M – 175
2024
Q3 		$2.84M Buy
+16,954
New +$2.7M 2.01% 12

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Whalen Wealth Management's VOE Position: Q4 2024 in Review

Whalen Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 16,954 shares — an estimated $2.84M sold.

Whalen Wealth Management first reported a position in VOE in Q3 2024 and held it in 1 quarter. The position peaked at $2.84M in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Whalen Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 16,954 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $2.84M.
  • Whalen Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $2.84M in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.