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Zullo Investment Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Zullo Investment Group’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
-12
Closed -$1.62K – 699
2022
Q4 		$1.62K Hold
12
– – ﹤0.01% 709
2022
Q3 		$1K Hold
12
– – ﹤0.01% 749
2022
Q2 		$2K Hold
12
– – ﹤0.01% 734
2022
Q1 		$2K Hold
12
– – ﹤0.01% 759
2021
Q4 		$2K Buy
+12
New +$1.76K ﹤0.01% 772

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

Zullo Investment Group's VOE Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 12 shares — an estimated $1.62K sold.

Zullo Investment Group first reported a position in VOE in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 12 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $1.62K.
  • Zullo Investment Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Mid-Cap Value ETF position peaked at $2K in Q2 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.