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

FSA Wealth 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 Q3	$59.1K	Hold	647	–	–	0.02%	144
2025 Q2	$57.6K	Buy	647 +1	+0.2%	+$158	0.02%	141
2025 Q1	$58.5K	Sell	646 -1,855	-74%	-$303K	0.02%	139
2024 Q4	$405K	Sell	2,501 -54	-2%	-$9.11K	0.16%	29
2024 Q3	$428K	Buy	+2,555	New	+$406K	0.17%	30
2024 Q1	$399K	Buy	2,561 +100	+4%	+$14.7K	0.17%	28
2023 Q4	$357K	Buy	2,461 +2	+0.1%	+$269	0.17%	27
2023 Q3	$322K	Buy	2,459 +1,013	+70%	+$140K	0.18%	29
2023 Q2	$200K	Buy	+1,446	New	+$193K	0.11%	45
2023 Q1	–	Sell	-1,740	Closed	-$235K	–	47
2022 Q4	$235K	Sell	1,740 -4,987	-74%	-$669K	0.14%	39
2022 Q3	$819K	Buy	+6,727	New	+$911K	0.57%	19
2021 Q1	–	Sell	-968	Closed	-$115K	–	231
2020 Q4	$115K	Buy	+968	New	+$108K	0.06%	80
2020 Q3	–	Sell	-940	Closed	-$90K	–	350
2020 Q2	$90K	Buy	+940	New	+$86.2K	0.06%	85

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSA Wealth Management's VOE Position: Q3 2025 in Review

FSA Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 647 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #144.

FSA Wealth Management first reported a position in VOE in Q2 2020 and has held it in 13 quarters since. The position peaked at $819K in Q3 2022. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

FSA Wealth Management held 647 shares of Vanguard Mid-Cap Value ETF worth $59.1K as of Q3 2025.
FSA Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
Vanguard Mid-Cap Value ETF made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #144 holding.
FSA Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2020 and has held it in 13 quarters since.
FSA Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $819K in Q3 2022.
1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.