Pecaut & Co’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pecaut & Co’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
2023 Q4	–	Sell	-541	Closed	-$70.9K	–	102
2023 Q3	$70.9K	Hold	541	–	–	0.03%	85
2023 Q2	$74.8K	Sell	541 -18	-3%	-$2.4K	0.03%	88
2023 Q1	$74.9K	Hold	559	–	–	0.03%	93
2022 Q4	$75.6K	Buy	559 +290	+108%	+$38.9K	0.04%	89
2022 Q3	$33K	Sell	269 -23	-8%	-$3.11K	0.02%	90
2022 Q2	$38K	Buy	292 +33	+13%	+$4.67K	0.02%	88
2022 Q1	$39K	Buy	259 +12	+5%	+$1.76K	0.02%	88
2021 Q4	$37K	Buy	247 +56	+29%	+$8.22K	0.02%	87
2021 Q3	$27K	Sell	191 -7	-4%	-$994	0.02%	69
2021 Q2	$28K	Buy	+198	New	+$28K	0.02%	69

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

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

Pecaut & Co's VOE Position: Q4 2023 in Review

Pecaut & Co sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2023, closing a stake of 541 shares — an estimated $70.9K sold.

Pecaut & Co first reported a position in VOE in Q2 2021 and held it in 10 quarters. The position peaked at $75.6K in Q4 2022. 975 funds tracked by Wall St. Rank hold VOE as of Q4 2023.

Pecaut & Co reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Pecaut & Co sold 541 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2023, an estimated $70.9K.
Pecaut & Co first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and held it in 10 quarters.
Pecaut & Co's Vanguard Morningstar Mid-Cap Value ETF position peaked at $75.6K in Q4 2022.
975 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2023.

Based on Pecaut & Co's 13F filing for Q4 2023, filed 7 Feb 2024.