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Indiana Trust & Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Indiana Trust & Investment 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
Q2 		– Sell
-5
Closed -$780 – 491
2024
Q1 		$780 Hold
5
– – ﹤0.01% 462
2023
Q4 		$725 Hold
5
– – ﹤0.01% 436
2023
Q3 		$655 Buy
+5
New +$693 ﹤0.01% 429

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 $58.2B AUM 22.78% 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

Indiana Trust & Investment Management's VOE Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2024, closing a stake of 5 shares — an estimated $780 sold.

Indiana Trust & Investment Management first reported a position in VOE in Q3 2023 and held it in 3 quarters. The position peaked at $780 in Q1 2024. 982 funds tracked by Wall St. Rank hold VOE as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 5 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2024, an estimated $780.
  • Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $780 in Q1 2024.
  • 982 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.