FineMark National Bank & Trust’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

FineMark National Bank & 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 Q4	$1.52M	Buy	8,575 +3,721	+77%	+$651K	0.05%	197
2025 Q3	$847K	Sell	4,854 -140	-3%	-$23.8K	0.03%	251
2025 Q2	$821K	Sell	4,994 -305	-6%	-$48.3K	0.03%	248
2025 Q1	$851K	Sell	5,299 -217	-4%	-$35.5K	0.03%	231
2024 Q4	$892K	Buy	5,516 +1,113	+25%	+$188K	0.03%	221
2024 Q3	$738K	Buy	+4,403	New	+$700K	0.03%	245
2013 Q3	–	Sell	-150	Closed	-$10K	–	1620
2013 Q2	$10K	Buy	+150	New	+$10.3K	﹤0.01%	967

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FineMark National Bank & Trust's VOE Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 77% in Q4 2025, buying an estimated $651K and bringing the position to 8,575 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #197.

FineMark National Bank & Trust first reported a position in VOE in Q2 2013 and has held it in 7 quarters since. 1,198 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

FineMark National Bank & Trust held 8,575 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.52M as of Q4 2025.
FineMark National Bank & Trust bought 3,721 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $651K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of FineMark National Bank & Trust's portfolio in Q4 2025, its #197 holding.
FineMark National Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 7 quarters since.
1,198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.