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Claris Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Claris 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
2024
Q4 		– Sell
-40
Closed -$6.71K – 1120
2024
Q3 		$6.71K Buy
+40
New +$6.36K ﹤0.01% 249

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Claris Advisors's VOE Position: Q4 2024 in Review

Claris Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 40 shares — an estimated $6.71K sold.

Claris Advisors first reported a position in VOE in Q3 2024 and held it in 1 quarter. The position peaked at $6.71K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Claris Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 40 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $6.71K.
  • Claris Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Vanguard Mid-Cap Value ETF position peaked at $6.71K in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.