Pecaut & Co’s Vanguard 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 $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Jones Financial Companies

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

TIAA Trust, National Association

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return