Bestgate Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bestgate Wealth 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
2026 Q1	–	Sell	-1,190	Closed	-$211K	–	53
2025 Q4	$211K	Sell	1,190 -65	-5%	-$11.4K	0.37%	52
2025 Q3	$219K	Hold	1,255	–	–	0.39%	53
2025 Q2	$201K	Hold	1,255	–	–	0.42%	55
2025 Q1	$201K	Sell	1,255 -10	-0.8%	-$1.64K	0.42%	55
2024 Q4	$205K	Buy	+1,265	New	+$213K	0.41%	54

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bestgate Wealth Advisors's VOE Position: Q1 2026 in Review

Bestgate Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 1,190 shares — an estimated $211K sold.

Bestgate Wealth Advisors first reported a position in VOE in Q4 2024 and held it in 5 quarters. The position peaked at $219K in Q3 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Bestgate Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Bestgate Wealth Advisors sold 1,190 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $211K.
Bestgate Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 5 quarters.
Bestgate Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $219K in Q3 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.