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

Janiczek 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
2024 Q2	$4.06K	Hold	27	–	–	﹤0.01%	763
2024 Q1	$4.21K	Hold	27	–	–	﹤0.01%	781
2023 Q4	$3.92K	Hold	27	–	–	﹤0.01%	777
2023 Q3	$3.54K	Hold	27	–	–	﹤0.01%	763
2023 Q2	$3.74K	Hold	27	–	–	﹤0.01%	693
2023 Q1	$3.62K	Hold	27	–	–	﹤0.01%	705
2022 Q4	$3.85K	Hold	27	–	–	﹤0.01%	698
2022 Q3	$3K	Hold	27	–	–	﹤0.01%	737
2022 Q2	$4K	Hold	27	–	–	﹤0.01%	717
2022 Q1	$4K	Hold	27	–	–	﹤0.01%	714
2021 Q4	$4K	Hold	27	–	–	﹤0.01%	762
2021 Q3	$4K	Buy	+27	New	+$3.83K	﹤0.01%	741

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janiczek Wealth Management's VOE Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2024 at 27 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Janiczek Wealth Management first reported a position in VOE in Q3 2021 and has held it in 12 quarters since. The position peaked at $4.21K in Q1 2024. 981 funds tracked by Wall St. Rank hold VOE as of Q2 2024.

Janiczek Wealth Management held 27 shares of Vanguard Mid-Cap Value ETF worth $4.06K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2024.
Vanguard Mid-Cap Value ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #763 holding.
Janiczek Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $4.21K in Q1 2024.
981 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.