CAWM
VOE icon

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

Capital A 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 		$3.04K Buy
21
+2
+11% +$317 0.03% 280
2025
Q1 		$3.05K Buy
+19
New +$3.11K ﹤0.01% 443

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

Capital A Wealth Management's VOE Position: Q2 2025 in Review

Capital A Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 11% in Q2 2025, buying an estimated $317 and bringing the position to 21 shares worth $3.04K. The position accounts for 0.03% of the portfolio, ranked #280.

Capital A Wealth Management first reported a position in VOE in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.05K in Q1 2025. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Capital A Wealth Management held 21 shares of Vanguard Mid-Cap Value ETF worth $3.04K as of Q2 2025.
  • Capital A Wealth Management bought 2 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $317.
  • Vanguard Mid-Cap Value ETF made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #280 holding.
  • Capital A Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • Capital A Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $3.05K in Q1 2025.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.