My Legacy Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

My Legacy 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 Q2	$1.33M	Sell	7,881 -558	-7%	-$88.4K	0.47%	59
2025 Q1	$1.35M	Buy	8,439 +211	+3%	+$34.5K	0.52%	48
2024 Q4	$1.35M	Buy	8,228 +456	+6%	+$76.9K	0.52%	48
2024 Q3	$1.3M	Buy	7,772 +426	+6%	+$67.7K	0.51%	50
2024 Q2	$1.11M	Buy	7,346 +1,230	+20%	+$187K	0.35%	77
2024 Q1	$954K	Buy	6,116 +953	+18%	+$140K	0.32%	88
2023 Q4	$742K	Buy	5,163 +361	+8%	+$48.5K	0.27%	112
2023 Q3	$614K	Sell	4,802 -155	-3%	-$21.5K	0.25%	123
2023 Q2	$705K	Buy	4,957 +96	+2%	+$12.8K	0.28%	121
2023 Q1	$649K	Buy	4,861 +108	+2%	+$15K	0.28%	125
2022 Q4	$693K	Sell	4,753 -2,550	-35%	-$342K	0.3%	127
2022 Q3	$897K	Buy	7,303 +803	+12%	+$109K	0.45%	67
2022 Q2	$848K	Buy	6,500 +3,004	+86%	+$425K	0.42%	76
2022 Q1	$523K	Buy	+3,496	New	+$514K	0.24%	129

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

My Legacy Advisors's VOE Position: Q2 2025 in Review

My Legacy Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 6.6% in Q2 2025, selling an estimated $88.4K and leaving 7,881 shares worth $1.33M. The position accounts for 0.47% of the portfolio, ranked #59.

My Legacy Advisors first reported a position in VOE in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q1 2025. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

My Legacy Advisors held 7,881 shares of Vanguard Mid-Cap Value ETF worth $1.33M as of Q2 2025.
My Legacy Advisors sold 558 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $88.4K.
Vanguard Mid-Cap Value ETF made up 0.47% of My Legacy Advisors's portfolio in Q2 2025, its #59 holding.
My Legacy Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.35M in Q1 2025.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.