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Fiduciary Trust’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Fiduciary Trust’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
-1,306
Closed -$210K – 860
2025
Q1 		$210K Buy
+1,306
New +$214K ﹤0.01% 774
2017
Q3 		– Sell
-1,060
Closed -$109K – 510
2017
Q2 		$109K Buy
+1,060
New +$108K ﹤0.01% 524

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

Fiduciary Trust's VOE Position: Q2 2025 in Review

Fiduciary Trust sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,306 shares — an estimated $210K sold.

Fiduciary Trust first reported a position in VOE in Q2 2017 and held it in 2 quarters. The position peaked at $210K in Q1 2025. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Fiduciary Trust reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Trust sold 1,306 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $210K.
  • Fiduciary Trust first reported a position in Vanguard Mid-Cap Value ETF in Q2 2017 and held it in 2 quarters.
  • Fiduciary Trust's Vanguard Mid-Cap Value ETF position peaked at $210K in Q1 2025.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Fiduciary Trust's 13F filing for Q2 2025, filed 14 Aug 2025.