Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-296	Closed	-$51.7K	–	558
2025 Q3	$51.7K	Buy	+296	New	+$50.4K	﹤0.01%	423
2023 Q3	–	Sell	-120	Closed	-$16.6K	–	658
2023 Q2	$16.6K	Buy	+120	New	+$16K	﹤0.01%	517
2019 Q1	–	Sell	-19	Closed	-$2K	–	768
2018 Q4	$2K	Buy	+19	New	+$2K	﹤0.01%	651

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VOE Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 296 shares — an estimated $51.7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VOE in Q4 2018 and held it in 3 quarters. The position peaked at $51.7K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 296 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $51.7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $51.7K in Q3 2025.
1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.