Berman Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	1521
2021 Q2	$4K	Hold	32	–	–	﹤0.01%	1431
2021 Q1	$4K	Hold	32	–	–	﹤0.01%	1367
2020 Q4	$3K	Buy	+32	New	+$3.58K	﹤0.01%	1337
2020 Q2	–	Sell	-650	Closed	-$52K	–	1839
2020 Q1	$52K	Hold	650	–	–	0.02%	289
2019 Q4	$77K	Hold	650	–	–	0.02%	257
2019 Q3	$73K	Hold	650	–	–	0.02%	255
2019 Q2	$72K	Buy	+650	New	+$71.2K	0.02%	252

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Berman Capital Advisors's VOE Position: Q3 2021 in Review

Berman Capital Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2021 at 32 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Berman Capital Advisors first reported a position in VOE in Q2 2019 and has held it in 8 quarters since. The position peaked at $77K in Q4 2019. 711 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

Berman Capital Advisors held 32 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4K as of Q3 2021.
Berman Capital Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2021.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1521 holding.
Berman Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 8 quarters since.
Berman Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $77K in Q4 2019.
711 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.