Keener Financial Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Keener Financial Planning’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	-316	Closed	-$55K	–	211
2025 Q3	$55K	Hold	316	–	–	0.03%	99
2025 Q2	$51K	Buy	316 +48	+18%	+$7.6K	0.03%	106
2025 Q1	$43K	Sell	268 -48	-15%	-$7.85K	0.03%	85
2024 Q4	$51K	Buy	316 +5	+2%	+$843	0.03%	93
2024 Q3	$52K	Hold	311	–	–	0.03%	85
2024 Q2	$46K	Hold	311	–	–	0.03%	94
2024 Q1	$49K	Hold	311	–	–	0.03%	99
2023 Q4	$45K	Buy	+311	New	+$41.8K	0.03%	100

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Keener Financial Planning's VOE Position: Q4 2025 in Review

Keener Financial Planning sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 316 shares — an estimated $55K sold.

Keener Financial Planning first reported a position in VOE in Q4 2023 and held it in 8 quarters. The position peaked at $55K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Keener Financial Planning reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 316 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $55K.
Keener Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $55K in Q3 2025.
1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.