Anchor Pointe Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Anchor Pointe 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	$1.8M	Buy	+11,175	New	+$1.89M	2.35%	13

Other funds holding VOE

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

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

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Anchor Pointe Wealth Management's VOE Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2024: 11,175 shares worth $1.8M. The stake represents 2.35% of the portfolio and ranks #13 among its holdings.

1,114 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

Anchor Pointe Wealth Management held 11,175 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.8M as of Q4 2024.
Vanguard Morningstar Mid-Cap Value ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Vanguard Morningstar Mid-Cap Value ETF made up 2.35% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #13 holding.
1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.