Litman Gregory Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Litman Gregory Wealth Management’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	$129K	Buy	+725	New	+$127K	0.01%	170

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

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

Litman Gregory Wealth Management's VOE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025: 725 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings.

1,203 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Litman Gregory Wealth Management held 725 shares of Vanguard Morningstar Mid-Cap Value ETF worth $129K as of Q4 2025.
Vanguard Morningstar Mid-Cap Value ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #170 holding.
1,203 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.