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

Mascoma 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 Q1	–	Sell	-11	Closed	-$1.78K	–	540
2024 Q4	$1.78K	Buy	+11	New	+$1.86K	﹤0.01%	479
2024 Q2	–	Sell	-60	Closed	-$9.36K	–	503
2024 Q1	$9.36K	Hold	60	–	–	﹤0.01%	321
2023 Q4	$8.7K	Hold	60	–	–	﹤0.01%	331
2023 Q3	$7.86K	Hold	60	–	–	﹤0.01%	339
2023 Q2	$8.49K	Hold	60	–	–	﹤0.01%	334
2023 Q1	$8.1K	Hold	60	–	–	﹤0.01%	430
2022 Q4	$8.11K	Buy	+60	New	+$8.05K	﹤0.01%	433
2017 Q2	–	Sell	-204	Closed	-$21K	–	447
2017 Q1	$21K	Hold	204	–	–	0.02%	213
2016 Q4	$20K	Buy	+204	New	+$19.3K	0.01%	216

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Mascoma Wealth Management's VOE Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 11 shares — an estimated $1.78K sold.

Mascoma Wealth Management first reported a position in VOE in Q4 2016 and held it in 9 quarters. The position peaked at $21K in Q1 2017. 1,098 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

Mascoma Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 11 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2025, an estimated $1.78K.
Mascoma Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2016 and held it in 9 quarters.
Mascoma Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $21K in Q1 2017.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.