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

Bristlecone 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
2025
Q2 		– Sell
-28
Closed -$4.5K – 375
2025
Q1 		$4.5K Buy
+28
New +$4.58K ﹤0.01% 368
2023
Q2 		– Sell
-1
Closed -$135 – 350
2023
Q1 		$135 Buy
+1
New +$139 ﹤0.01% 352

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 $49B AUM 17.78% 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

Bristlecone Advisors's VOE Position: Q2 2025 in Review

Bristlecone Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 28 shares — an estimated $4.5K sold.

Bristlecone Advisors first reported a position in VOE in Q1 2023 and held it in 2 quarters. The position peaked at $4.5K in Q1 2025. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Bristlecone Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 28 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $4.5K.
  • Bristlecone Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2023 and held it in 2 quarters.
  • Bristlecone Advisors's Vanguard Mid-Cap Value ETF position peaked at $4.5K in Q1 2025.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.