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Legacy Investment Solutions’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Legacy Investment Solutions’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 		$46.2K Buy
+281
New +$44.5K 0.02% 162
2024
Q4 		$46.3K Sell
281
-170
-38% -$28.7K 0.03% 127
2024
Q3 		$77.3K Buy
+451
New +$71.7K 0.05% 95

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Investment Solutions's VOE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2025: 281 shares worth $46.2K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VOE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VOE in Q3 2024 and has held it in 3 quarters since. The position peaked at $77.3K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Legacy Investment Solutions held 281 shares of Vanguard Mid-Cap Value ETF worth $46.2K as of Q2 2025.
  • Vanguard Mid-Cap Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #162 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard Mid-Cap Value ETF position peaked at $77.3K in Q3 2024.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.