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

Anchor 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
2025 Q2	–	Sell	-1,708	Closed	-$274K	–	249
2025 Q1	$274K	Sell	1,708 -9,222	-84%	-$1.51M	0.01%	226
2024 Q4	$1.77M	Buy	+10,930	New	+$1.84M	0.05%	144
2024 Q3	–	Sell	-1,385	Closed	-$208K	–	247
2024 Q2	$208K	Buy	+1,385	New	+$210K	0.01%	238
2023 Q1	–	Sell	-2,380	Closed	-$322K	–	279
2022 Q4	$322K	Buy	+2,380	New	+$319K	0.01%	235
2020 Q2	–	Sell	-5,736	Closed	-$466K	–	258
2020 Q1	$466K	Buy	+5,736	New	+$618K	0.01%	189

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Anchor Capital Advisors's VOE Position: Q2 2025 in Review

Anchor Capital Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,708 shares — an estimated $274K sold.

Anchor Capital Advisors first reported a position in VOE in Q1 2020 and held it in 5 quarters. The position peaked at $1.77M in Q4 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Anchor Capital Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Anchor Capital Advisors sold 1,708 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $274K.
Anchor Capital Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and held it in 5 quarters.
Anchor Capital Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.77M in Q4 2024.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Anchor Capital Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.