KMG Fiduciary Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

KMG Fiduciary Partners’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	-5,680	Closed	-$992K	–	297
2025 Q3	$992K	Hold	5,680	–	–	0.07%	189
2025 Q2	$934K	Hold	5,680	–	–	0.07%	188
2025 Q1	$912K	Hold	5,680	–	–	0.08%	186
2024 Q4	$919K	Sell	5,680 -260	-4%	-$43.9K	0.08%	183
2024 Q3	$996K	Sell	5,940 -299	-5%	-$47.5K	0.09%	172
2024 Q2	$939K	Sell	6,239 -18	-0.3%	-$2.73K	0.09%	147
2024 Q1	$976K	Hold	6,257	–	–	0.1%	144
2023 Q4	$907K	Hold	6,257	–	–	0.11%	143
2023 Q3	$819K	Hold	6,257	–	–	0.11%	146
2023 Q2	$866K	Buy	6,257 +832	+15%	+$111K	0.11%	147
2023 Q1	$727K	Buy	5,425 +3,816	+237%	+$529K	0.1%	156
2022 Q4	$218K	Buy	+1,609	New	+$216K	0.04%	219

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

KMG Fiduciary Partners's VOE Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 5,680 shares — an estimated $992K sold.

KMG Fiduciary Partners first reported a position in VOE in Q4 2022 and held it in 12 quarters. The position peaked at $996K in Q3 2024. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

KMG Fiduciary Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 5,680 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $992K.
KMG Fiduciary Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $996K in Q3 2024.
1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.