MD Financial Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

MD Financial 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
2021 Q4	$101K	Buy	+669	New	+$98.2K	﹤0.01%	274

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

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

MD Financial Management's VOE Position: Q4 2021 in Review

MD Financial Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2021: 669 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

831 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

MD Financial Management held 669 shares of Vanguard Morningstar Mid-Cap Value ETF worth $101K as of Q4 2021.
Vanguard Morningstar Mid-Cap Value ETF was a new MD Financial Management position in Q4 2021.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #274 holding.
831 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.