Hibernia Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hibernia Wealth Partners’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	–	Sell	-1,967	Closed	-$330K	–	117
2024 Q3	$330K	Buy	+1,967	New	+$313K	0.1%	87
2024 Q2	–	Sell	-1,472	Closed	-$230K	–	115
2024 Q1	$230K	Buy	+1,472	New	+$216K	0.16%	74
2023 Q4	–	Sell	-96	Closed	-$12.6K	–	327
2023 Q3	$12.6K	Buy	+96	New	+$13.3K	0.01%	151

Other funds holding VOE

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

Betterment LLC New York $59.1B AUM 18.41% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Hibernia Wealth Partners's VOE Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 1,967 shares — an estimated $330K sold.

Hibernia Wealth Partners first reported a position in VOE in Q3 2023 and held it in 3 quarters. The position peaked at $330K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

Hibernia Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 1,967 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $330K.
Hibernia Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and held it in 3 quarters.
Hibernia Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $330K in Q3 2024.
1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.