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Financial Counselors Inc’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Financial Counselors Inc’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
-52,665
Closed -$8.45M – 525
2025
Q1 		$8.45M Buy
52,665
+4,142
+9% +$677K 0.13% 155
2024
Q4 		$7.85M Buy
48,523
+3,848
+9% +$649K 0.11% 160
2024
Q3 		$7.49M Buy
44,675
+914
+2% +$145K 0.11% 162
2024
Q2 		$6.58M Buy
43,761
+273
+0.6% +$41.4K 0.11% 164
2024
Q1 		$6.78M Sell
43,488
-2,646
-6% -$388K 0.11% 161
2023
Q4 		$6.69M Sell
46,134
-444
-1% -$59.6K 0.12% 161
2023
Q3 		$6.1M Buy
46,578
+3,047
+7% +$422K 0.12% 165
2023
Q2 		$6.02M Buy
43,531
+1,924
+5% +$256K 0.12% 162
2023
Q1 		$5.58M Sell
41,607
-961
-2% -$133K 0.12% 161
2022
Q4 		$5.76M Buy
42,568
+784
+2% +$105K 0.13% 158
2022
Q3 		$5.09M Buy
41,784
+3,348
+9% +$453K 0.13% 156
2022
Q2 		$4.98M Buy
38,436
+1,246
+3% +$176K 0.12% 166
2022
Q1 		$5.57M Buy
37,190
+11,750
+46% +$1.73M 0.12% 170
2021
Q4 		$3.82M Buy
25,440
+2,218
+10% +$326K 0.08% 207
2021
Q3 		$3.24M Buy
23,222
+186
+0.8% +$26.4K 0.07% 221
2021
Q2 		$3.24M Sell
23,036
-99
-0.4% -$14K 0.07% 216
2021
Q1 		$3.12M Sell
23,135
-540
-2% -$69.1K 0.07% 215
2020
Q4 		$2.82M Buy
23,675
+3,713
+19% +$416K 0.07% 226
2020
Q3 		$2.02M Buy
19,962
+1,410
+8% +$143K 0.06% 235
2020
Q2 		$1.77M Buy
18,552
+1,915
+12% +$176K 0.06% 250
2020
Q1 		$1.35M Buy
16,637
+2,137
+15% +$230K 0.06% 224
2019
Q4 		$1.73M Buy
14,500
+4,113
+40% +$474K 0.06% 231
2019
Q3 		$1.17M Sell
10,387
-190
-2% -$21.1K 0.05% 265
2019
Q2 		$1.18M Buy
10,577
+1,696
+19% +$186K 0.05% 263
2019
Q1 		$958K Hold
8,881
– – 0.04% 270
2018
Q4 		$846K Buy
+8,881
New +$932K 0.04% 275
2017
Q2 		– Sell
-20,619
Closed -$2.1M – 510
2017
Q1 		$2.1M Sell
20,619
-40
-0.2% -$4.03K 0.11% 203
2016
Q4 		$2.01M Buy
+20,659
New +$1.96M 0.11% 204
2016
Q2 		$573K Buy
+6,428
New +$565K 0.03% 304

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Counselors Inc's VOE Position: Q2 2025 in Review

Financial Counselors Inc sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 52,665 shares — an estimated $8.45M sold.

Financial Counselors Inc first reported a position in VOE in Q2 2016 and held it in 29 quarters. The position peaked at $8.45M in Q1 2025. 1,123 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Financial Counselors Inc reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 52,665 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $8.45M.
  • Financial Counselors Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2016 and held it in 29 quarters.
  • Financial Counselors Inc's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.45M in Q1 2025.
  • 1,123 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.