Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Kovitz Investment Group 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
-4,823
Closed -$845K – 1300
2025
Q3 		$845K Sell
4,823
-468
-9% -$79.6K ﹤0.01% 879
2025
Q2 		$874K Buy
5,291
+658
+14% +$104K ﹤0.01% 829
2025
Q1 		$744K Sell
4,633
-245
-5% -$40.1K ﹤0.01% 813
2024
Q4 		$789K Buy
+4,878
New +$823K ﹤0.01% 773
2024
Q3 		– Sell
-4,098
Closed -$620K – 1105
2024
Q2 		$620K Buy
+4,098
New +$622K 0.01% 619
2023
Q2 		– Sell
-2,000
Closed -$268K – 445
2023
Q1 		$268K Hold
2,000
– – ﹤0.01% 380
2022
Q4 		$270K Hold
2,000
– – 0.01% 366
2022
Q3 		$244K Hold
2,000
– – 0.01% 369
2022
Q2 		$259K Sell
2,000
-95
-5% -$13.4K 0.01% 375
2022
Q1 		$314K Sell
2,095
-374
-15% -$55K 0.01% 374
2021
Q4 		$294K Buy
2,469
+449
+22% +$65.9K 0.01% 375
2021
Q3 		$282K Sell
2,020
-10
-0.5% -$1.42K 0.01% 394
2021
Q2 		$285K Hold
2,030
– – 0.01% 385
2021
Q1 		$274K Sell
2,030
-439
-18% -$56.2K 0.01% 375
2020
Q4 		$294K Sell
2,469
-23
-0.9% -$2.58K 0.01% 375
2020
Q3 		$253K Sell
2,492
-1,072
-30% -$109K 0.01% 372
2020
Q2 		$341K Sell
3,564
-7,575
-68% -$695K 0.01% 327
2020
Q1 		$906K Sell
11,139
-23,335
-68% -$2.51M 0.03% 250
2019
Q4 		$4.11M Sell
34,474
-6,111
-15% -$704K 0.12% 126
2019
Q3 		$4.59M Sell
40,585
-3,095
-7% -$344K 0.15% 107
2019
Q2 		$4.86M Buy
43,680
+893
+2% +$97.8K 0.15% 103
2019
Q1 		$4.62M Buy
+42,787
New +$4.49M 0.15% 105

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kovitz Investment Group Partners's VOE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 4,823 shares — an estimated $845K sold.

Kovitz Investment Group Partners first reported a position in VOE in Q1 2019 and held it in 22 quarters. The position peaked at $4.86M in Q2 2019. 1,199 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,823 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $845K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and held it in 22 quarters.
  • Kovitz Investment Group Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.86M in Q2 2019.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.