Consolidated Portfolio Review Corp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Consolidated Portfolio Review Corp’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	-4,815	Closed	-$841K	–	406
2025 Q3	$841K	Buy	4,815 +266	+6%	+$45.3K	0.11%	198
2025 Q2	$748K	Sell	4,549 -399	-8%	-$63.2K	0.1%	204
2025 Q1	$794K	Buy	4,948 +208	+4%	+$34K	0.13%	179
2024 Q4	$767K	Buy	4,740 +230	+5%	+$38.8K	0.12%	185
2024 Q3	$756K	Buy	4,510 +92	+2%	+$14.6K	0.17%	151
2024 Q2	$665K	Buy	4,418 +10	+0.2%	+$1.52K	0.16%	159
2024 Q1	$687K	Buy	4,408 +111	+3%	+$16.3K	0.18%	132
2023 Q4	$623K	Sell	4,297 -699	-14%	-$93.9K	0.14%	153
2023 Q3	$654K	Sell	4,996 -17	-0.3%	-$2.35K	0.16%	149
2023 Q2	$694K	Sell	5,013 -727	-13%	-$96.9K	0.16%	140
2023 Q1	$770K	Buy	+5,740	New	+$796K	0.21%	118

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

Consolidated Portfolio Review Corp's VOE Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 4,815 shares — an estimated $841K sold.

Consolidated Portfolio Review Corp first reported a position in VOE in Q1 2023 and held it in 11 quarters. The position peaked at $841K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 4,815 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $841K.
Consolidated Portfolio Review Corp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Morningstar Mid-Cap Value ETF position peaked at $841K in Q3 2025.
1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.