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Baron Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Baron Financial 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
2022
Q3 		– Sell
-407
Closed -$52.7K – 193
2022
Q2 		$52.7K Hold
407
– – 0.03% 81
2022
Q1 		$60.9K Sell
407
-80
-16% -$11.8K 0.04% 80
2021
Q4 		$73.2K Sell
487
-10
-2% -$1.47K 0.04% 78
2021
Q3 		$69.4K Sell
497
-30
-6% -$4.26K 0.04% 76
2021
Q2 		$74K Sell
527
-73
-12% -$10.3K 0.05% 76
2021
Q1 		$80.9K Hold
600
– – 0.06% 74
2020
Q4 		$71.4K Sell
600
-50
-8% -$5.6K 0.06% 72
2020
Q3 		$65.9K Buy
+650
New +$65.8K 0.06% 74

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

Baron Financial Group's VOE Position: Q3 2022 in Review

Baron Financial Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 407 shares — an estimated $52.7K sold.

Baron Financial Group first reported a position in VOE in Q3 2020 and held it in 8 quarters. The position peaked at $80.9K in Q1 2021. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • Baron Financial Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 407 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $52.7K.
  • Baron Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Vanguard Mid-Cap Value ETF position peaked at $80.9K in Q1 2021.
  • 824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.