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

Altiora 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
2025 Q4	–	Sell	-2,422	Closed	-$423K	–	100
2025 Q3	$423K	Hold	2,422	–	–	0.08%	68
2025 Q2	$398K	Hold	2,422	–	–	0.08%	73
2025 Q1	$389K	Hold	2,422	–	–	0.08%	72
2024 Q4	$392K	Hold	2,422	–	–	0.09%	75
2024 Q3	$406K	Hold	2,422	–	–	0.09%	73
2024 Q2	$364K	Sell	2,422 -2	-0.1%	-$303	0.09%	71
2024 Q1	$378K	Hold	2,424	–	–	0.1%	62
2023 Q4	$352K	Hold	2,424	–	–	0.1%	64
2023 Q3	$317K	Sell	2,424 -54	-2%	-$7.48K	0.15%	49
2023 Q2	$343K	Buy	2,478 +56	+2%	+$7.46K	0.15%	48
2023 Q1	$325K	Hold	2,422	–	–	0.15%	50
2022 Q4	$328K	Buy	+2,422	New	+$325K	0.16%	45

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Altiora Financial Group's VOE Position: Q4 2025 in Review

Altiora Financial Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 2,422 shares — an estimated $423K sold.

Altiora Financial Group first reported a position in VOE in Q4 2022 and held it in 12 quarters. The position peaked at $423K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Altiora Financial Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Altiora Financial Group sold 2,422 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $423K.
Altiora Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 12 quarters.
Altiora Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $423K in Q3 2025.
1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Altiora Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.