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Family Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Family 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 		– Sell
-2
Closed -$321 – 251
2025
Q1 		$321 Buy
+2
New +$327 ﹤0.01% 219

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

Family Management's VOE Position: Q2 2025 in Review

Family Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 2 shares — an estimated $321 sold.

Family Management first reported a position in VOE in Q1 2025 and held it in 1 quarter. The position peaked at $321 in Q1 2025. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Family Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Family Management sold 2 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $321.
  • Family Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Family Management's Vanguard Mid-Cap Value ETF position peaked at $321 in Q1 2025.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Family Management's 13F filing for Q2 2025, filed 14 Aug 2025.