MECA
VOE icon

Miller Equity Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Miller Equity Capital 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 		– Sell
-8,967
Closed -$1.45M – 44
2024
Q4 		$1.45M Sell
8,967
-140
-2% -$23.6K 0.55% 39
2024
Q3 		$1.53M Hold
9,107
– – 0.6% 36
2024
Q2 		$1.37M Sell
9,107
-145
-2% -$22K 0.57% 38
2024
Q1 		$1.44M Sell
9,252
-155
-2% -$22.8K 0.6% 37
2023
Q4 		$1.36M Buy
9,407
+30
+0.3% +$4.03K 0.62% 36
2023
Q3 		$1.23M Hold
9,377
– – 0.64% 35
2023
Q2 		$1.3M Sell
9,377
-50
-0.5% -$6.67K 0.66% 36
2023
Q1 		$1.26M Hold
9,427
– – 0.71% 35
2022
Q4 		$1.27M Hold
9,427
– – 0.83% 34
2022
Q3 		$1.15M Sell
9,427
-45
-0.5% -$6.09K 0.84% 38
2022
Q2 		$1.23M Hold
9,472
– – 1.05% 36
2022
Q1 		$1.42M Hold
9,472
– – 1.2% 30
2021
Q4 		$1.42M Buy
9,472
+435
+5% +$63.9K 1.33% 28
2021
Q3 		$1.26M Sell
9,037
-60
-0.7% -$8.52K 1.24% 27
2021
Q2 		$1.28M Hold
9,097
– – 1.32% 27
2021
Q1 		$1.23M Sell
9,097
-95
-1% -$12.2K 1.54% 25
2020
Q4 		$1.09M Sell
9,192
-110
-1% -$12.3K 1.46% 25
2020
Q3 		$943K Hold
9,302
– – 1.42% 22
2020
Q2 		$890K Sell
9,302
-512
-5% -$47K 1.45% 18
2020
Q1 		$798K Sell
9,814
-3,350
-25% -$361K 1.5% 17
2019
Q4 		$1.57M Buy
+13,164
New +$1.52M 2.01% 12

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Miller Equity Capital Advisors's VOE Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 8,967 shares — an estimated $1.45M sold.

Miller Equity Capital Advisors first reported a position in VOE in Q4 2019 and held it in 21 quarters. The position peaked at $1.57M in Q4 2019. 1,098 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 8,967 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2025, an estimated $1.45M.
  • Miller Equity Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.57M in Q4 2019.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.