Howland Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Howland Capital 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	-9,042	Closed	-$1.59M	–	284
2025 Q3	$1.59M	Hold	9,042	–	–	0.06%	132
2025 Q2	$1.49M	Buy	9,042 +2	+0%	+$317	0.06%	134
2025 Q1	$1.45M	Hold	9,040	–	–	0.06%	131
2024 Q4	$1.46M	Sell	9,040 -12	-0.1%	-$2.02K	0.06%	130
2024 Q3	$1.52M	Hold	9,052	–	–	0.07%	123
2024 Q2	$1.37M	Buy	9,052 +12	+0.1%	+$1.82K	0.07%	122
2024 Q1	$1.41M	Hold	9,040	–	–	0.07%	118
2023 Q4	$1.31M	Hold	9,040	–	–	0.07%	123
2023 Q3	$1.18M	Hold	9,040	–	–	0.07%	121
2023 Q2	$1.25M	Hold	9,040	–	–	0.07%	117
2023 Q1	$1.21M	Buy	9,040 +20	+0.2%	+$2.77K	0.07%	115
2022 Q4	$1.22M	Hold	9,020	–	–	0.08%	115
2022 Q3	$1.1M	Hold	9,020	–	–	0.07%	113
2022 Q2	$1.17M	Hold	9,020	–	–	0.07%	109
2022 Q1	$1.35M	Hold	9,020	–	–	0.07%	99
2021 Q4	$1.36M	Hold	9,020	–	–	0.07%	100
2021 Q3	$1.26M	Hold	9,020	–	–	0.07%	108
2021 Q2	$1.27M	Hold	9,020	–	–	0.07%	111
2021 Q1	$1.22M	Hold	9,020	–	–	0.07%	107
2020 Q4	$1.07M	Hold	9,020	–	–	0.06%	110
2020 Q3	$914K	Hold	9,020	–	–	0.06%	112
2020 Q2	$863K	Hold	9,020	–	–	0.06%	117
2020 Q1	$733K	Hold	9,020	–	–	0.06%	115
2019 Q4	$1.07M	Hold	9,020	–	–	0.08%	110
2019 Q3	$1.02M	Hold	9,020	–	–	0.08%	111
2019 Q2	$1M	Hold	9,020	–	–	0.08%	109
2019 Q1	$973K	Hold	9,020	–	–	0.08%	109
2018 Q4	$859K	Hold	9,020	–	–	0.08%	109
2018 Q3	$1.02M	Hold	9,020	–	–	0.08%	118
2018 Q2	$996K	Hold	9,020	–	–	0.08%	122
2018 Q1	$987K	Hold	9,020	–	–	0.08%	120
2017 Q4	$1.01M	Hold	9,020	–	–	0.08%	121
2017 Q3	$953K	Hold	9,020	–	–	0.08%	120
2017 Q2	$928K	Hold	9,020	–	–	0.08%	120
2017 Q1	$919K	Hold	9,020	–	–	0.08%	120
2016 Q4	$877K	Hold	9,020	–	–	0.08%	120
2016 Q3	$844K	Hold	9,020	–	–	0.08%	118
2016 Q2	$804K	Hold	9,020	–	–	0.08%	125
2016 Q1	$786K	Hold	9,020	–	–	0.08%	123
2015 Q4	$775K	Hold	9,020	–	–	0.08%	126
2015 Q3	$751K	Hold	9,020	–	–	0.08%	121
2015 Q2	$817K	Hold	9,020	–	–	0.08%	122
2015 Q1	$829K	Hold	9,020	–	–	0.08%	116
2014 Q4	$807K	Hold	9,020	–	–	0.08%	120
2014 Q3	$766K	Buy	+9,020	New	+$780K	0.08%	119

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Howland Capital Management's VOE Position: Q4 2025 in Review

Howland Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 9,042 shares — an estimated $1.59M sold.

Howland Capital Management first reported a position in VOE in Q3 2014 and held it in 45 quarters. The position peaked at $1.59M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Howland Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Howland Capital Management sold 9,042 Vanguard Mid-Cap Value ETF shares in Q4 2025, an estimated $1.59M.
Howland Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2014 and held it in 45 quarters.
Howland Capital Management's Vanguard Mid-Cap Value ETF position peaked at $1.59M in Q3 2025.
1,196 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2025.

Based on Howland Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.