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

Morling Financial 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	–	Sell	-1	Closed	-$141	–	112
2025 Q2	$141	Hold	1	–	–	﹤0.01%	100
2025 Q1	$138	Hold	1	–	–	﹤0.01%	120
2024 Q4	$138	Hold	1	–	–	﹤0.01%	119
2024 Q3	$142	Sell	1 -2	-67%	-$318	﹤0.01%	98
2024 Q2	$427	Sell	3 -173	-98%	-$26.3K	﹤0.01%	85
2024 Q1	$27.5K	Hold	176	–	–	0.02%	89
2023 Q4	$25.6K	Hold	176	–	–	0.02%	71
2023 Q3	$23.1K	Hold	176	–	–	0.02%	67
2023 Q2	$24.4K	Buy	176 +3	+2%	+$400	0.02%	69
2023 Q1	$23.2K	Hold	173	–	–	0.03%	76
2022 Q4	$23.4K	Hold	173	–	–	0.03%	70
2022 Q3	$21K	Hold	173	–	–	0.03%	64
2022 Q2	$22K	Hold	173	–	–	0.03%	68
2022 Q1	$26K	Hold	173	–	–	0.03%	76
2021 Q4	$26K	Buy	+173	New	+$25.4K	0.02%	74

Other funds holding VOE

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

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

Betterment LLC New York $59.1B AUM 18.41% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morling Financial Advisors's VOE Position: Q3 2025 in Review

Morling Financial Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 1 share — an estimated $141 sold.

Morling Financial Advisors first reported a position in VOE in Q4 2021 and held it in 15 quarters. The position peaked at $27.5K in Q1 2024. 1,115 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Morling Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Morling Financial Advisors sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q3 2025, an estimated $141.
Morling Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 15 quarters.
Morling Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $27.5K in Q1 2024.
1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Morling Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.