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Essential Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Essential Planning’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
Q1 		– Sell
-8,267
Closed -$1.39M – 291
2024
Q4 		$1.39M Buy
+8,267
New +$1.39M 0.01% 215

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Essential Planning's VOE Position: Q1 2025 in Review

Essential Planning sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 8,267 shares — an estimated $1.39M sold.

Essential Planning first reported a position in VOE in Q4 2024 and held it in 1 quarter. The position peaked at $1.39M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • Essential Planning reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 8,267 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $1.39M.
  • Essential Planning first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Vanguard Mid-Cap Value ETF position peaked at $1.39M in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.