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Aveo Capital Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Aveo Capital Partners’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
-1,896
Closed -$299K – 155
2025
Q1 		$299K Sell
1,896
-6,666
-78% -$1.09M 0.05% 144
2024
Q4 		$1.39M Buy
8,562
+1,698
+25% +$286K 0.15% 107
2024
Q3 		$1.15M Buy
6,864
+746
+12% +$119K 0.12% 121
2024
Q2 		$920K Buy
6,118
+80
+1% +$12.1K 0.1% 140
2024
Q1 		$909K Buy
6,038
+1,357
+29% +$199K 0.1% 148
2023
Q4 		$679K Buy
4,681
+439
+10% +$59K 0.08% 169
2023
Q3 		$556K Buy
4,242
+576
+16% +$79.8K 0.07% 184
2023
Q2 		$507K Buy
3,666
+33
+0.9% +$4.4K 0.06% 204
2023
Q1 		$487K Buy
3,633
+293
+9% +$40.6K 0.07% 194
2022
Q4 		$452K Sell
3,340
-477
-12% -$64K 0.07% 201
2022
Q3 		$465K Sell
3,817
-1,213
-24% -$164K 0.08% 173
2022
Q2 		$651K Buy
5,030
+296
+6% +$41.9K 0.11% 148
2022
Q1 		$709K Sell
4,734
-53
-1% -$7.79K 0.13% 141
2021
Q4 		$720K Sell
4,787
-26
-0.5% -$3.82K 0.13% 142
2021
Q3 		$672K Sell
4,813
-187
-4% -$26.6K 0.14% 136
2021
Q2 		$703K Buy
5,000
+2,578
+106% +$364K 0.16% 128
2021
Q1 		$327K Buy
+2,422
New +$310K 0.08% 180
2020
Q4 		– Sell
-2,414
Closed -$245K – 176
2020
Q3 		$245K Buy
+2,414
New +$245K 0.09% 170

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 $58.2B AUM 22.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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
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

Aveo Capital Partners's VOE Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,896 shares — an estimated $299K sold.

Aveo Capital Partners first reported a position in VOE in Q3 2020 and held it in 18 quarters. The position peaked at $1.39M in Q4 2024. 1,120 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Aveo Capital Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,896 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $299K.
  • Aveo Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2020 and held it in 18 quarters.
  • Aveo Capital Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.39M in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.