Avantax Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Avantax Advisory Services’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	$5.86M	Buy	35,634 +1,388	+4%	+$220K	0.03%	404
2025 Q1	$5.5M	Sell	34,246 -1,635	-5%	-$267K	0.03%	394
2024 Q4	$5.8M	Buy	35,881 +2,814	+9%	+$475K	0.04%	353
2024 Q3	$5.54M	Buy	33,067 +2,268	+7%	+$361K	0.04%	364
2024 Q2	$4.63M	Buy	30,799 +13,966	+83%	+$2.12M	0.03%	396
2024 Q1	$2.62M	Sell	16,833 -1,458	-8%	-$214K	0.02%	467
2023 Q4	$2.65M	Sell	18,291 -263	-1%	-$35.3K	0.03%	429
2023 Q3	$2.43M	Buy	18,554 +2,514	+16%	+$348K	0.03%	406
2023 Q2	$2.22M	Sell	16,040 -15,823	-50%	-$2.11M	0.03%	425
2023 Q1	$4.27M	Buy	31,863 +23,675	+289%	+$3.28M	0.05%	276
2022 Q4	$1.11M	Buy	8,188 +322	+4%	+$43.2K	0.01%	608
2022 Q3	$958K	Sell	7,866 -498	-6%	-$67.4K	0.01%	568
2022 Q2	$1.08M	Buy	8,364 +336	+4%	+$47.5K	0.02%	525
2022 Q1	$1.2M	Buy	8,028 +2,047	+34%	+$301K	0.02%	495
2021 Q4	$899K	Buy	5,981 +2,036	+52%	+$299K	0.01%	552
2021 Q3	$548K	Buy	3,945 +333	+9%	+$47.3K	0.01%	691
2021 Q2	$506K	Buy	3,612 +920	+34%	+$130K	0.01%	707
2021 Q1	$362K	Buy	2,692 +19	+0.7%	+$2.43K	0.01%	727
2020 Q4	$318K	Sell	2,673 -4,597	-63%	-$515K	0.01%	698
2020 Q3	$738K	Buy	7,270 +2,395	+49%	+$243K	0.01%	646
2020 Q2	$467K	Buy	4,875 +118	+2%	+$10.8K	0.01%	498
2020 Q1	$386K	Buy	4,757 +551	+13%	+$59.3K	0.01%	503
2019 Q4	$500K	Buy	+4,206	New	+$485K	0.01%	478

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

Avantax Advisory Services's VOE Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Mid-Cap Value ETF (VOE) stake by 4.1% in Q2 2025, buying an estimated $220K and bringing the position to 35,634 shares worth $5.86M. The position accounts for 0.03% of the portfolio, ranked #404.

Avantax Advisory Services first reported a position in VOE in Q4 2019 and has held it in 23 quarters since. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Avantax Advisory Services held 35,634 shares of Vanguard Mid-Cap Value ETF worth $5.86M as of Q2 2025.
Avantax Advisory Services bought 1,388 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $220K.
Vanguard Mid-Cap Value ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #404 holding.
Avantax Advisory Services first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 23 quarters since.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.