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Berkshire Money Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Berkshire Money 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
2020
Q2 		– Sell
-185
Closed -$15K – 78
2020
Q1 		$15K Buy
+185
New +$19.9K ﹤0.01% 63

Other funds holding VOE

Betterment LLC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Berkshire Money Management's VOE Position: Q2 2020 in Review

Berkshire Money Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 185 shares — an estimated $15K sold.

Berkshire Money Management first reported a position in VOE in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 565 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

  • Berkshire Money Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 185 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $15K.
  • Berkshire Money Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Berkshire Money Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $15K in Q1 2020.
  • 565 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on Berkshire Money Management's 13F filing for Q2 2020, filed 27 Jul 2020.