Better Money Decisions’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Better Money Decisions’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	$226K	Hold	1,376	–	–	0.14%	69
2025 Q1	$221K	Buy	1,376 +27	+2%	+$4.41K	0.15%	65
2024 Q4	$218K	Buy	+1,349	New	+$228K	0.15%	65
2022 Q3	–	Sell	-4	Closed	-$1K	–	430
2022 Q2	$1K	Buy	+4	New	+$566	﹤0.01%	463
2021 Q4	–	Sell	-4	Closed	-$1K	–	562
2021 Q3	$1K	Buy	+4	New	+$568	﹤0.01%	632

Other funds holding VOE

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Better Money Decisions's VOE Position: Q2 2025 in Review

Better Money Decisions held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2025 at 1,376 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #69.

Better Money Decisions first reported a position in VOE in Q3 2021 and has held it in 5 quarters since. 1,120 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Better Money Decisions held 1,376 shares of Vanguard Morningstar Mid-Cap Value ETF worth $226K as of Q2 2025.
Better Money Decisions left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2025.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Better Money Decisions's portfolio in Q2 2025, its #69 holding.
Better Money Decisions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and has held it in 5 quarters since.
1,120 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.