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

Benchmark 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 Q2	$296K	Hold	1,797	–	–	0.13%	62
2025 Q1	$288K	Sell	1,797 -33	-2%	-$5.39K	0.14%	54
2024 Q4	$296K	Hold	1,830	–	–	0.15%	44
2024 Q3	$307K	Hold	1,830	–	–	0.15%	45
2024 Q2	$275K	Hold	1,830	–	–	0.15%	46
2024 Q1	$285K	Hold	1,830	–	–	0.16%	44
2023 Q4	$265K	Hold	1,830	–	–	0.16%	43
2023 Q3	$240K	Hold	1,830	–	–	0.15%	45
2023 Q2	$253K	Hold	1,830	–	–	0.15%	45
2023 Q1	$245K	Hold	1,830	–	–	0.16%	46
2022 Q4	$247K	Hold	1,830	–	–	0.18%	46
2022 Q3	$223K	Buy	1,830 +18	+1%	+$2.44K	0.17%	45
2022 Q2	$235K	Hold	1,812	–	–	0.17%	43
2022 Q1	$271K	Hold	1,812	–	–	0.18%	43
2021 Q4	$272K	Hold	1,812	–	–	0.18%	43
2021 Q3	$253K	Hold	1,812	–	–	0.18%	40
2021 Q2	$255K	Hold	1,812	–	–	0.18%	40
2021 Q1	$244K	Hold	1,812	–	–	0.18%	39
2020 Q4	$216K	Sell	1,812 -283	-14%	-$31.7K	0.16%	46
2020 Q3	$212K	Buy	+2,095	New	+$212K	0.17%	45
2020 Q1	–	Sell	-1,946	Closed	-$232K	–	50
2019 Q4	$232K	Buy	+1,946	New	+$224K	0.2%	45

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

Benchmark Wealth Management's VOE Position: Q2 2025 in Review

Benchmark Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2025 at 1,797 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #62.

Benchmark Wealth Management first reported a position in VOE in Q4 2019 and has held it in 21 quarters since. The position peaked at $307K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Benchmark Wealth Management held 1,797 shares of Vanguard Mid-Cap Value ETF worth $296K as of Q2 2025.
Benchmark Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2025.
Vanguard Mid-Cap Value ETF made up 0.13% of Benchmark Wealth Management's portfolio in Q2 2025, its #62 holding.
Benchmark Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 21 quarters since.
Benchmark Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $307K in Q3 2024.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.