American Research & Management Company’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

American Research & Management Company’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
2022 Q2	–	Sell	-17	Closed	-$3K	–	413
2022 Q1	$3K	Hold	17	–	–	﹤0.01%	367
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	357
2021 Q3	$2K	Buy	+17	New	+$2.42K	﹤0.01%	360

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Research & Management Company's VOE Position: Q2 2022 in Review

American Research & Management Company sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 17 shares — an estimated $3K sold.

American Research & Management Company first reported a position in VOE in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 842 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

American Research & Management Company reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
American Research & Management Company sold 17 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $3K.
American Research & Management Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and held it in 3 quarters.
American Research & Management Company's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3K in Q1 2022.
842 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on American Research & Management Company's 13F filing for Q2 2022, filed 22 Jul 2022.