LifeWealth Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LifeWealth Investments’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	-9,888	Closed	-$1.73M	–	169
2025 Q3	$1.73M	Buy	9,888 +253	+3%	+$43K	0.57%	42
2025 Q2	$1.58M	Buy	9,635 +2,220	+30%	+$352K	0.58%	43
2025 Q1	$1.19M	Sell	7,415 -827	-10%	-$135K	0.57%	47
2024 Q4	$1.33M	Buy	+8,242	New	+$1.39M	0.88%	31

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

LifeWealth Investments's VOE Position: Q4 2025 in Review

LifeWealth Investments sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 9,888 shares — an estimated $1.73M sold.

LifeWealth Investments first reported a position in VOE in Q4 2024 and held it in 4 quarters. The position peaked at $1.73M in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

LifeWealth Investments reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 9,888 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $1.73M.
LifeWealth Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 4 quarters.
LifeWealth Investments's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.73M in Q3 2025.
1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.