WEC
VOE icon

Winslow Evans & Crocker’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Winslow Evans & Crocker’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
Q4 		$309K Buy
2,598
+950
+58% +$106K 0.06% 265
2020
Q3 		$167K Sell
1,648
-80
-5% -$8.1K 0.04% 294
2020
Q2 		$165K Sell
1,728
-2
-0.1% -$183 0.04% 293
2020
Q1 		$142K Buy
1,730
+398
+30% +$42.9K 0.05% 281
2019
Q4 		$160K Hold
1,332
– – 0.04% 315
2019
Q3 		$152K Hold
1,332
– – 0.04% 317
2019
Q2 		$150K Sell
1,332
-280
-17% -$30.7K 0.04% 327
2019
Q1 		$176K Hold
1,612
– – 0.05% 295
2018
Q4 		$156K Sell
1,612
-160
-9% -$16.8K 0.05% 290
2018
Q3 		$202K Hold
1,772
– – 0.06% 266
2018
Q2 		$198K Buy
1,772
+180
+11% +$19.9K 0.06% 257
2018
Q1 		$174K Sell
1,592
-84
-5% -$9.45K 0.06% 272
2017
Q4 		$187K Buy
1,676
+570
+52% +$61.7K 0.06% 266
2017
Q3 		$117K Sell
1,106
-3,002
-73% -$312K 0.04% 337
2017
Q2 		$423K Sell
4,108
-58
-1% -$5.93K 0.12% 198
2017
Q1 		$425K Buy
4,166
+814
+24% +$82K 0.13% 165
2016
Q4 		$326K Buy
3,352
+1,236
+58% +$117K 0.1% 205
2016
Q3 		$198K Buy
2,116
+566
+37% +$52.4K 0.06% 302
2016
Q2 		$138K Buy
1,550
+1
+0.1% +$88 0.04% 323
2016
Q1 		$135K Sell
1,549
-1
-0.1% -$82 0.04% 320
2015
Q4 		$133K Hold
1,550
– – 0.04% 351
2015
Q3 		$129K Hold
1,550
– – 0.04% 348
2015
Q2 		$140K Hold
1,550
– – 0.04% 365
2015
Q1 		$142K Hold
1,550
– – 0.04% 353
2014
Q4 		$139K Hold
1,550
– – 0.04% 350
2014
Q3 		$132K Buy
+1,550
New +$134K 0.04% 380

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's VOE Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Mid-Cap Value ETF (VOE) stake by 58% in Q4 2020, buying an estimated $106K and bringing the position to 2,598 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #265.

Winslow Evans & Crocker first reported a position in VOE in Q3 2014 and has held it in 26 quarters since. The position peaked at $425K in Q1 2017. 651 funds tracked by Wall St. Rank hold VOE as of Q4 2020.

  • Winslow Evans & Crocker held 2,598 shares of Vanguard Mid-Cap Value ETF worth $309K as of Q4 2020.
  • Winslow Evans & Crocker bought 950 Vanguard Mid-Cap Value ETF shares in Q4 2020, an estimated $106K.
  • Vanguard Mid-Cap Value ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #265 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Mid-Cap Value ETF in Q3 2014 and has held it in 26 quarters since.
  • Winslow Evans & Crocker's Vanguard Mid-Cap Value ETF position peaked at $425K in Q1 2017.
  • 651 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.