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Sugarloaf Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$2.1K Hold
13
– – ﹤0.01% 628
2024
Q3 		$2.18K Buy
+13
New +$2.07K ﹤0.01% 618

Other funds holding VOE

Morgan Stanley
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Sugarloaf Wealth Management's VOE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q4 2024 at 13 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Sugarloaf Wealth Management first reported a position in VOE in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.18K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Sugarloaf Wealth Management held 13 shares of Vanguard Mid-Cap Value ETF worth $2.1K as of Q4 2024.
  • Sugarloaf Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q4 2024.
  • Vanguard Mid-Cap Value ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #628 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $2.18K in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.