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

GDS 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
Q1 		– Sell
-1,409
Closed -$228K – 183
2024
Q4 		$228K Hold
1,409
– – 0.02% 156
2024
Q3 		$236K Buy
+1,409
New +$224K 0.02% 156

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

GDS Wealth Management's VOE Position: Q1 2025 in Review

GDS Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 1,409 shares — an estimated $228K sold.

GDS Wealth Management first reported a position in VOE in Q3 2024 and held it in 2 quarters. The position peaked at $236K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • GDS Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • GDS Wealth Management sold 1,409 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $228K.
  • GDS Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and held it in 2 quarters.
  • GDS Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $236K in Q3 2024.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on GDS Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.