Endurance Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Endurance Wealth 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
2023 Q2	$3K	Hold	23	–	–	﹤0.01%	585
2023 Q1	$3K	Hold	23	–	–	﹤0.01%	590
2022 Q4	$3K	Buy	+23	New	+$3.09K	﹤0.01%	576

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Endurance Wealth Management's VOE Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2023 at 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Endurance Wealth Management first reported a position in VOE in Q4 2022 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Endurance Wealth Management held 23 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3K as of Q2 2023.
Endurance Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2023.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #585 holding.
Endurance Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.