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

KerberRose 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
2022 Q2	$262K	Buy	+2,023	New	+$286K	0.21%	90

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

KerberRose Wealth Management's VOE Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2022: 2,023 shares worth $262K. The stake represents 0.21% of the portfolio and ranks #90 among its holdings.

842 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

KerberRose Wealth Management held 2,023 shares of Vanguard Morningstar Mid-Cap Value ETF worth $262K as of Q2 2022.
Vanguard Morningstar Mid-Cap Value ETF was a new KerberRose Wealth Management position in Q2 2022.
Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of KerberRose Wealth Management's portfolio in Q2 2022, its #90 holding.
842 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.