Peterson Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Peterson Financial Group’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 Q3	$4.04K	Buy	+24	New	+$3.81K	0.02%	316

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 $58.2B AUM 22.78% 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

Peterson Financial Group's VOE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2024: 24 shares worth $4.04K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings.

1,031 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

Peterson Financial Group held 24 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.04K as of Q3 2024.
Vanguard Morningstar Mid-Cap Value ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #316 holding.
1,031 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.