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

GGM 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 Q1	$394K	Sell	2,543 -276	-10%	-$45.1K	0.22%	83
2024 Q4	$456K	Buy	2,819 +129	+5%	+$21.8K	0.24%	78
2024 Q3	$451K	Hold	2,690	–	–	0.19%	82
2024 Q2	$407K	Hold	2,690	–	–	0.19%	84
2024 Q1	$415K	Hold	2,690	–	–	0.19%	83
2023 Q4	$386K	Sell	2,690 -15	-0.6%	-$2.02K	0.16%	95
2023 Q3	$354K	Sell	2,705 -30	-1%	-$4.16K	0.15%	93
2023 Q2	$386K	Buy	+2,735	New	+$365K	0.16%	92
2023 Q1	–	Sell	-2,835	Closed	-$395K	–	132
2022 Q4	$395K	Hold	2,835	–	–	0.2%	81
2022 Q3	$370K	Buy	2,835 +228	+9%	+$30.9K	0.2%	87
2022 Q2	$340K	Sell	2,607 -4,965	-66%	-$702K	0.19%	91
2022 Q1	$1.15M	Buy	+7,572	New	+$1.11M	0.58%	40

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 $58.2B AUM 22.78% 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

GGM Wealth Advisors's VOE Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.8% in Q1 2025, selling an estimated $45.1K and leaving 2,543 shares worth $394K. The position accounts for 0.22% of the portfolio, ranked #83.

GGM Wealth Advisors first reported a position in VOE in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.15M in Q1 2022. 1,094 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

GGM Wealth Advisors held 2,543 shares of Vanguard Morningstar Mid-Cap Value ETF worth $394K as of Q1 2025.
GGM Wealth Advisors sold 276 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2025, an estimated $45.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.22% of GGM Wealth Advisors's portfolio in Q1 2025, its #83 holding.
GGM Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 12 quarters since.
GGM Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.15M in Q1 2022.
1,094 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.