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Estate Counselors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Estate Counselors’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
-9,315
Closed -$1.5M – 125
2025
Q1 		$1.5M Sell
9,315
-29,552
-76% -$4.83M 0.16% 60
2024
Q4 		$6.29M Buy
38,867
+36,977
+1,956% +$6.24M 0.67% 21
2024
Q3 		$318K Sell
1,890
-40,005
-95% -$6.36M 0.03% 97
2024
Q2 		$6.31M Buy
+41,895
New +$6.36M 0.69% 21
2023
Q4 		– Sell
-3,980
Closed -$521K – 139
2023
Q3 		$521K Buy
+3,980
New +$551K 0.07% 109
2023
Q1 		– Sell
-69,289
Closed -$9.37M – 168
2022
Q4 		$9.37M Buy
+69,289
New +$9.3M 1.31% 24
2022
Q3 		– Sell
-70,105
Closed -$9.08M – 191
2022
Q2 		$9.08M Buy
70,105
+3,370
+5% +$477K 1.35% 27
2022
Q1 		$9.99M Buy
+66,735
New +$9.81M 1.3% 25
2021
Q4 		– Sell
-12,800
Closed -$1.79M – 187
2021
Q3 		$1.79M Sell
12,800
-154,690
-92% -$22M 0.22% 54
2021
Q2 		$23.5M Buy
+167,490
New +$23.7M 3.08% 7
2020
Q3 		– Sell
-25
Closed -$2K – 149
2020
Q2 		$2K Buy
+25
New +$2.29K ﹤0.01% 156
2017
Q3 		– Sell
-85,930
Closed -$8.84M – 61
2017
Q2 		$8.84M Buy
+85,930
New +$8.79M 2% 20
2016
Q1 		– Sell
-9,450
Closed -$812K – 72
2015
Q4 		$812K Buy
9,450
+270
+3% +$23.6K 0.33% 49
2015
Q3 		$764K Buy
+9,180
New +$814K 0.31% 50

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

Estate Counselors's VOE Position: Q2 2025 in Review

Estate Counselors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 9,315 shares — an estimated $1.5M sold.

Estate Counselors first reported a position in VOE in Q3 2015 and held it in 14 quarters. The position peaked at $23.5M in Q2 2021. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Estate Counselors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Estate Counselors sold 9,315 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $1.5M.
  • Estate Counselors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2015 and held it in 14 quarters.
  • Estate Counselors's Vanguard Mid-Cap Value ETF position peaked at $23.5M in Q2 2021.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.