Galvin Gaustad & Stein’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Galvin Gaustad & Stein’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 Q1	–	Sell	-1,788	Closed	-$289K	–	189
2024 Q4	$289K	Buy	+1,788	New	+$302K	0.03%	160
2023 Q2	–	Sell	-1,550	Closed	-$208K	–	167
2023 Q1	$208K	Sell	1,550 -4	-0.3%	-$555	0.02%	158
2022 Q4	$210K	Sell	1,554 -2,070	-57%	-$278K	0.02%	158
2022 Q3	$441K	Buy	3,624 +246	+7%	+$33.3K	0.05%	118
2022 Q2	$437K	Sell	3,378 -1,412	-29%	-$200K	0.04%	121
2022 Q1	$717K	Buy	4,790 +2,000	+72%	+$294K	0.06%	111
2021 Q4	$419K	Buy	+2,790	New	+$410K	0.04%	136

Other funds holding VOE

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Galvin Gaustad & Stein's VOE Position: Q1 2025 in Review

Galvin Gaustad & Stein sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 1,788 shares — an estimated $289K sold.

Galvin Gaustad & Stein first reported a position in VOE in Q4 2021 and held it in 7 quarters. The position peaked at $717K in Q1 2022. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

Galvin Gaustad & Stein reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Galvin Gaustad & Stein sold 1,788 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $289K.
Galvin Gaustad & Stein first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 7 quarters.
Galvin Gaustad & Stein's Vanguard Mid-Cap Value ETF position peaked at $717K in Q1 2022.
1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2025, filed 7 May 2025.