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

Criterion 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
2024
Q4 		$298K Hold
1,980
– – 0.19% 64
2024
Q3 		$298K Hold
1,980
– – 0.19% 64
2024
Q2 		$298K Buy
+1,980
New +$300K 0.19% 64

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Criterion Capital Advisors's VOE Position: Q4 2024 in Review

Criterion Capital Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q4 2024 at 1,980 shares worth $298K. The position accounts for 0.19% of the portfolio, ranked #64.

Criterion Capital Advisors first reported a position in VOE in Q2 2024 and has held it in 3 quarters since. 1,114 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Criterion Capital Advisors held 1,980 shares of Vanguard Morningstar Mid-Cap Value ETF worth $298K as of Q4 2024.
  • Criterion Capital Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.19% of Criterion Capital Advisors's portfolio in Q4 2024, its #64 holding.
  • Criterion Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.