Nalls Sherbakoff Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Nalls Sherbakoff 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 Q4	$992K	Sell	5,594 -873	-13%	-$153K	0.72%	30
2025 Q3	$1.13M	Buy	6,467 +15	+0.2%	+$2.55K	0.76%	29
2025 Q2	$1.06M	Buy	6,452 +869	+16%	+$138K	0.77%	29
2025 Q1	$896K	Buy	+5,583	New	+$913K	0.73%	28
2023 Q4	$916K	Sell	6,319 -448	-7%	-$60.2K	0.82%	28
2023 Q3	$886K	Sell	6,767 -66	-1%	-$9.14K	0.86%	29
2023 Q2	$874K	Buy	6,833 +31	+0.5%	+$4.13K	0.86%	29
2023 Q1	$899K	Buy	+6,802	New	+$944K	0.89%	29
2018 Q4	$959K	Buy	+10,070	New	+$1.06M	1.53%	15

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

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

Nalls Sherbakoff Group's VOE Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q4 2025, selling an estimated $153K and leaving 5,594 shares worth $992K. The position accounts for 0.72% of the portfolio, ranked #30.

Nalls Sherbakoff Group first reported a position in VOE in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2025. 1,198 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Nalls Sherbakoff Group held 5,594 shares of Vanguard Morningstar Mid-Cap Value ETF worth $992K as of Q4 2025.
Nalls Sherbakoff Group sold 873 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $153K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.72% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #30 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.13M in Q3 2025.
1,198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.