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Future Financial Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Future Financial 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
Q4 		– Sell
-100
Closed -$17.5K – 427
2025
Q3 		$17.5K Hold
100
– – 0.01% 346
2025
Q2 		$16.4K Hold
100
– – 0.01% 340
2025
Q1 		$16.1K Hold
100
– – 0.01% 337
2024
Q4 		$16.2K Hold
100
– – 0.01% 341
2024
Q3 		$16.8K Buy
+100
New +$15.9K 0.01% 352
2024
Q2 		– Sell
-100
Closed -$15.6K – 460
2024
Q1 		$15.6K Buy
+100
New +$14.7K 0.01% 367
2022
Q2 		– Sell
-100
Closed -$15K – 467
2022
Q1 		$15K Hold
100
– – 0.01% 395
2021
Q4 		$15K Buy
+100
New +$14.7K 0.01% 396

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Future Financial Wealth Management's VOE Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 100 shares — an estimated $17.5K sold.

Future Financial Wealth Management first reported a position in VOE in Q4 2021 and held it in 8 quarters. The position peaked at $17.5K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 100 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $17.5K.
  • Future Financial Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $17.5K in Q3 2025.
  • 1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.