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

Accredited 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
2025
Q3 		$31.4K Buy
10,179
+10,000
+5,587% +$1.7M 0.02% 169
2025
Q2 		$29.6K Hold
179
– – 0.02% 172
2025
Q1 		$28.7K Sell
179
-85
-32% -$13.9K 0.02% 160
2024
Q4 		$42.7K Buy
+264
New +$44.5K 0.04% 146

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
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

Accredited Wealth Management's VOE Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 5,587% in Q3 2025, buying an estimated $1.7M and bringing the position to 10,179 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #169.

Accredited Wealth Management first reported a position in VOE in Q4 2024 and has held it in 4 quarters since. The position peaked at $42.7K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • Accredited Wealth Management held 10,179 shares of Vanguard Mid-Cap Value ETF worth $31.4K as of Q3 2025.
  • Accredited Wealth Management bought 10,000 Vanguard Mid-Cap Value ETF shares in Q3 2025, an estimated $1.7M.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #169 holding.
  • Accredited Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $42.7K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.