My Personal CFO LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

My Personal CFO LLC’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 Q4	–	Sell	-1,524	Closed	-$266K	–	157
2025 Q3	$266K	Buy	+1,524	New	+$259K	0.1%	77
2024 Q3	–	Sell	-3,125	Closed	-$470K	–	102
2024 Q2	$470K	Sell	3,125 -46	-1%	-$6.98K	0.25%	63
2024 Q1	$494K	Sell	3,171 -72	-2%	-$10.6K	0.28%	65
2023 Q4	$470K	Sell	3,243 -644	-17%	-$86.5K	0.31%	61
2023 Q3	$509K	Buy	3,887 +331	+9%	+$45.8K	0.41%	51
2023 Q2	$492K	Buy	3,556 +1,702	+92%	+$227K	0.39%	50
2023 Q1	$249K	Buy	1,854 +1,468	+380%	+$204K	0.21%	64
2022 Q4	$227K	Buy	386 +53	+16%	+$7.11K	0.21%	64
2022 Q3	$203K	Buy	+333	New	+$45.1K	0.31%	59

Other funds holding VOE

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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 Personal CFO LLC's VOE Position: Q4 2025 in Review

My Personal CFO LLC sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 1,524 shares — an estimated $266K sold.

My Personal CFO LLC first reported a position in VOE in Q3 2022 and held it in 9 quarters. The position peaked at $509K in Q3 2023. 1,198 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

My Personal CFO LLC reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 1,524 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $266K.
My Personal CFO LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2022 and held it in 9 quarters.
My Personal CFO LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $509K in Q3 2023.
1,198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.