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Twin City Private Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Twin City Private Wealth’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 		– Sell
-113
Closed -$18.9K – 100
2024
Q3 		$18.9K Buy
+113
New +$18K 0.02% 99

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Twin City Private Wealth's VOE Position: Q4 2024 in Review

Twin City Private Wealth sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 113 shares — an estimated $18.9K sold.

Twin City Private Wealth first reported a position in VOE in Q3 2024 and held it in 1 quarter. The position peaked at $18.9K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Twin City Private Wealth reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Twin City Private Wealth sold 113 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $18.9K.
  • Twin City Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Twin City Private Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $18.9K in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Twin City Private Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.