Glassman Wealth Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-201	Closed	-$32.3K	–	217
2025 Q1	$32.3K	Buy	201 +166	+474%	+$27.1K	0.01%	120
2024 Q4	$5.66K	Buy	+35	New	+$5.9K	﹤0.01%	147
2023 Q1	–	Sell	-1,264	Closed	-$171K	–	1999
2022 Q4	$171K	Buy	+1,264	New	+$170K	0.03%	198
2017 Q4	–	Sell	-300	Closed	-$32K	–	800
2017 Q3	$32K	Hold	300	–	–	0.02%	185
2017 Q2	$31K	Buy	+300	New	+$30.7K	0.02%	191

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Glassman Wealth Services's VOE Position: Q2 2025 in Review

Glassman Wealth Services sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 201 shares — an estimated $32.3K sold.

Glassman Wealth Services first reported a position in VOE in Q2 2017 and held it in 5 quarters. The position peaked at $171K in Q4 2022. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Glassman Wealth Services reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Glassman Wealth Services sold 201 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $32.3K.
Glassman Wealth Services first reported a position in Vanguard Mid-Cap Value ETF in Q2 2017 and held it in 5 quarters.
Glassman Wealth Services's Vanguard Mid-Cap Value ETF position peaked at $171K in Q4 2022.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.