ZIM
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Zacks Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Zacks Investment 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
2023
Q1 		– Sell
-1,573
Closed -$213K – 707
2022
Q4 		$213K Buy
+1,573
New +$211K ﹤0.01% 559
2022
Q2 		– Sell
-1,539
Closed -$230K – 659
2022
Q1 		$230K Buy
+1,539
New +$226K ﹤0.01% 559
2016
Q4 		– Sell
-2,536
Closed -$237K – 737
2016
Q3 		$237K Buy
+2,536
New +$235K 0.01% 539

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Zacks Investment Management's VOE Position: Q1 2023 in Review

Zacks Investment Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 1,573 shares — an estimated $213K sold.

Zacks Investment Management first reported a position in VOE in Q3 2016 and held it in 3 quarters. The position peaked at $237K in Q3 2016. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • Zacks Investment Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 1,573 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $213K.
  • Zacks Investment Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2016 and held it in 3 quarters.
  • Zacks Investment Management's Vanguard Mid-Cap Value ETF position peaked at $237K in Q3 2016.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.