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Family Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Family Asset 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
2024
Q3 		$3.02K Hold
18
– – ﹤0.01% 193
2024
Q2 		$2.71K Hold
18
– – ﹤0.01% 195
2024
Q1 		$2.81K Buy
+18
New +$2.64K ﹤0.01% 175

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Asset Management's VOE Position: Q3 2024 in Review

Family Asset Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2024 at 18 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Family Asset Management first reported a position in VOE in Q1 2024 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

  • Family Asset Management held 18 shares of Vanguard Mid-Cap Value ETF worth $3.02K as of Q3 2024.
  • Family Asset Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2024.
  • Vanguard Mid-Cap Value ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #193 holding.
  • Family Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.