Blume Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Blume Capital 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 Q4	–	Sell	-6	Closed	-$1.05K	–	363
2025 Q3	$1.05K	Buy	+6	New	+$1.02K	﹤0.01%	331

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Blume Capital Management's VOE Position: Q4 2025 in Review

Blume Capital Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 6 shares — an estimated $1.05K sold.

Blume Capital Management first reported a position in VOE in Q3 2025 and held it in 1 quarter. The position peaked at $1.05K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Blume Capital Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Blume Capital Management sold 6 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $1.05K.
Blume Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
Blume Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.05K in Q3 2025.
1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Blume Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.