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Mendota Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Mendota Financial Group’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
-46
Closed -$7.44K – 356
2024
Q4 		$7.44K Buy
+46
New +$7.76K ﹤0.01% 251

Other funds holding VOE

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Mendota Financial Group's VOE Position: Q1 2025 in Review

Mendota Financial Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 46 shares — an estimated $7.44K sold.

Mendota Financial Group first reported a position in VOE in Q4 2024 and held it in 1 quarter. The position peaked at $7.44K in Q4 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • Mendota Financial Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 46 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $7.44K.
  • Mendota Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Mendota Financial Group's Vanguard Mid-Cap Value ETF position peaked at $7.44K in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.