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LPF Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LPF 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
Q1 		$7.28M Buy
45,353
+3,315
+8% +$542K 5.96% 6
2024
Q4 		$6.8M Buy
42,038
+1,668
+4% +$281K 5.69% 6
2024
Q3 		$6.77M Buy
40,370
+976
+2% +$155K 5.79% 7
2024
Q2 		$5.93M Buy
39,394
+647
+2% +$98.2K 5.46% 7
2024
Q1 		$6.04M Buy
38,747
+359
+0.9% +$52.7K 6.05% 7
2023
Q4 		$5.57M Buy
+38,388
New +$5.16M 5.92% 6

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

LPF Advisors's VOE Position: Q1 2025 in Review

LPF Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.9% in Q1 2025, buying an estimated $542K and bringing the position to 45,353 shares worth $7.28M. The position accounts for 5.96% of the portfolio, ranked #6.

LPF Advisors first reported a position in VOE in Q4 2023 and has held it in 6 quarters since. 1,094 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • LPF Advisors held 45,353 shares of Vanguard Morningstar Mid-Cap Value ETF worth $7.28M as of Q1 2025.
  • LPF Advisors bought 3,315 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2025, an estimated $542K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 5.96% of LPF Advisors's portfolio in Q1 2025, its #6 holding.
  • LPF Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.