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Criterion Capital Advisors’s Vanguard 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 $1.66T 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

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

Criterion Capital Advisors held its Vanguard 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. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Criterion Capital Advisors held 1,980 shares of Vanguard Mid-Cap Value ETF worth $298K as of Q4 2024.
  • Criterion Capital Advisors left its Vanguard Mid-Cap Value ETF share count unchanged in Q4 2024.
  • Vanguard 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 Mid-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

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