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Foster Victor Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Foster Victor Wealth Advisors’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
Q3 		– Sell
-1,409
Closed -$235K – 230
2025
Q2 		$235K Sell
1,409
-1,555
-52% -$246K 0.02% 181
2025
Q1 		$444K Sell
2,964
-605
-17% -$98.9K 0.04% 140
2024
Q4 		$593K Sell
3,569
-127
-3% -$21.4K 0.05% 125
2024
Q3 		$616K Sell
3,696
-419
-10% -$66.6K 0.05% 120
2024
Q2 		$650K Buy
4,115
+69
+2% +$10.5K 0.05% 120
2024
Q1 		$611K Sell
4,046
-267
-6% -$39.2K 0.06% 111
2023
Q4 		$626K Sell
4,313
-70
-2% -$9.4K 0.06% 109
2023
Q3 		$566K Sell
4,383
-16
-0.4% -$2.22K 0.07% 104
2023
Q2 		$610K Buy
4,399
+30
+0.7% +$4K 0.07% 107
2023
Q1 		$578K Buy
4,369
+72
+2% +$9.99K 0.07% 105
2022
Q4 		$599K Sell
4,297
-68
-2% -$9.12K 0.08% 98
2022
Q3 		$553K Sell
4,365
-172
-4% -$23.3K 0.08% 94
2022
Q2 		$590K Sell
4,537
-133
-3% -$18.8K 0.09% 94
2022
Q1 		$694K Sell
4,670
-233
-5% -$34.3K 0.1% 94
2021
Q4 		$748K Sell
4,903
-2,630
-35% -$386K 0.1% 100
2021
Q3 		$1.05M Sell
7,533
-179
-2% -$25.4K 0.17% 89
2021
Q2 		$1.08M Sell
7,712
-426
-5% -$60.2K 0.18% 87
2021
Q1 		$1.11M Sell
8,138
-557
-6% -$71.3K 0.21% 85
2020
Q4 		$1.03M Sell
8,695
-48
-0.5% -$5.38K 0.24% 82
2020
Q3 		$886K Buy
8,743
+30
+0.3% +$3.04K 0.24% 72
2020
Q2 		$834K Buy
8,713
+176
+2% +$16.1K 0.28% 64
2020
Q1 		$725K Buy
8,537
+618
+8% +$66.6K 0.32% 64
2019
Q4 		$937K Buy
7,919
+349
+5% +$40.2K 0.41% 59
2019
Q3 		$837K Sell
7,570
-82
-1% -$9.11K 0.47% 51
2019
Q2 		$861K Buy
7,652
+125
+2% +$13.7K 0.63% 35
2019
Q1 		$812K Buy
7,527
+370
+5% +$38.9K 0.63% 31
2018
Q4 		$682K Buy
+7,157
New +$751K 0.64% 20

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster Victor Wealth Advisors's VOE Position: Q3 2025 in Review

Foster Victor Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 1,409 shares — an estimated $235K sold.

Foster Victor Wealth Advisors first reported a position in VOE in Q4 2018 and held it in 27 quarters. The position peaked at $1.11M in Q1 2021. 1,115 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • Foster Victor Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 1,409 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $235K.
  • Foster Victor Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 27 quarters.
  • Foster Victor Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.11M in Q1 2021.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.