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Ranch Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ranch Capital Advisors’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 		– Sell
-1,459
Closed -$220K – 156
2024
Q2 		$220K Sell
1,459
-225
-13% -$34.1K 0.12% 137
2024
Q1 		$263K Sell
1,684
-6
-0.4% -$881 0.14% 130
2023
Q4 		$245K Buy
1,690
+107
+7% +$14.4K 0.15% 127
2023
Q3 		$207K Sell
1,583
-2
-0.1% -$277 0.15% 128
2023
Q2 		$219K Buy
1,585
+3
+0.2% +$400 0.15% 131
2023
Q1 		$212K Sell
1,582
-1,986
-56% -$276K 0.16% 136
2022
Q4 		$483K Buy
3,568
+19
+0.5% +$2.55K 0.38% 81
2022
Q3 		$432K Buy
3,549
+61
+2% +$8.26K 0.35% 90
2022
Q2 		$452K Sell
3,488
-147
-4% -$20.8K 0.35% 90
2022
Q1 		$544K Buy
+3,635
New +$535K 0.36% 85
2021
Q4 		– Sell
-1,180
Closed -$165K – 581
2021
Q3 		$165K Sell
1,180
-37
-3% -$5.26K 0.1% 163
2021
Q2 		$171K Hold
1,217
– – 0.1% 172
2021
Q1 		$164K Buy
1,217
+1
+0.1% +$128 0.11% 171
2020
Q4 		$144K Sell
1,216
-9
-0.7% -$1.01K 0.1% 174
2020
Q3 		$124K Buy
1,225
+1
+0.1% +$101 0.1% 177
2020
Q2 		$127K Buy
1,224
+403
+49% +$37K 0.1% 179
2020
Q1 		$66K Sell
821
-3,391
-81% -$365K 0.07% 224
2019
Q4 		$502K Sell
4,212
-94
-2% -$10.8K 0.41% 77
2019
Q3 		$487K Buy
+4,306
New +$478K 0.52% 66

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ranch Capital Advisors's VOE Position: Q3 2024 in Review

Ranch Capital Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2024, closing a stake of 1,459 shares — an estimated $220K sold.

Ranch Capital Advisors first reported a position in VOE in Q3 2019 and held it in 19 quarters. The position peaked at $544K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

  • Ranch Capital Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Ranch Capital Advisors sold 1,459 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2024, an estimated $220K.
  • Ranch Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and held it in 19 quarters.
  • Ranch Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $544K in Q1 2022.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2024.

Based on Ranch Capital Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.