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

MAS 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
Q3 		$363K Buy
2,078
+46
+2% +$7.83K 0.57% 44
2025
Q2 		$334K Buy
2,032
+98
+5% +$15.5K 0.55% 50
2025
Q1 		$310K Sell
1,934
-863
-31% -$141K 0.48% 48
2024
Q4 		$452K Sell
2,797
-863
-24% -$146K 0.76% 34
2024
Q3 		$614K Sell
3,660
-47
-1% -$7.47K 1.31% 23
2024
Q2 		$558K Sell
3,707
-14,034
-79% -$2.13M 1.33% 24
2024
Q1 		$2.77M Hold
17,741
– – 3.2% 8
2023
Q4 		$2.57M Buy
17,741
+343
+2% +$46.1K 3.33% 8
2023
Q3 		$2.28M Buy
17,398
+5
+0% +$693 3.26% 8
2023
Q2 		$2.41M Sell
17,393
-80
-0.5% -$10.7K 3.36% 8
2023
Q1 		$2.34M Sell
17,473
-1,053
-6% -$146K 2.29% 12
2022
Q4 		$2.51M Buy
18,526
+88
+0.5% +$11.8K 2.35% 10
2022
Q3 		$2.25M Sell
18,438
-1,959
-10% -$265K 1.51% 19
2022
Q2 		$2.64M Buy
20,397
+2,005
+11% +$284K 2.39% 12
2022
Q1 		$2.79M Sell
18,392
-988
-5% -$145K 2.13% 16
2021
Q4 		$2.91M Buy
+19,380
New +$2.85M 2.13% 15

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 $58.2B AUM 22.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAS Advisors's VOE Position: Q3 2025 in Review

MAS Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q3 2025, buying an estimated $7.83K and bringing the position to 2,078 shares worth $363K. The position accounts for 0.57% of the portfolio, ranked #44.

MAS Advisors first reported a position in VOE in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.91M in Q4 2021. 1,112 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • MAS Advisors held 2,078 shares of Vanguard Morningstar Mid-Cap Value ETF worth $363K as of Q3 2025.
  • MAS Advisors bought 46 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $7.83K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.57% of MAS Advisors's portfolio in Q3 2025, its #44 holding.
  • MAS Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
  • MAS Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.91M in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.