Grey Street Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Grey Street Capital’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 Q1	$508K	Buy	+3,261	New	+$479K	0.07%	289

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

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Grey Street Capital's VOE Position: Q1 2024 in Review

Grey Street Capital opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2024: 3,261 shares worth $508K. The stake represents 0.07% of the portfolio and ranks #289 among its holdings.

982 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Grey Street Capital held 3,261 shares of Vanguard Morningstar Mid-Cap Value ETF worth $508K as of Q1 2024.
Vanguard Morningstar Mid-Cap Value ETF was a new Grey Street Capital position in Q1 2024.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Grey Street Capital's portfolio in Q1 2024, its #289 holding.
982 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.