Northwest Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Northwest Capital Management’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	-237	Closed	-$39K	–	349
2025 Q2	$39K	Hold	237	–	–	0.02%	181
2025 Q1	$38K	Hold	237	–	–	0.02%	208
2024 Q4	$38.3K	Hold	237	–	–	0.02%	205
2024 Q3	$39.7K	Hold	237	–	–	0.01%	206
2024 Q2	$35.7K	Hold	237	–	–	0.01%	206
2024 Q1	$37K	Hold	237	–	–	0.01%	252
2023 Q4	$34.4K	Hold	237	–	–	0.01%	250
2023 Q3	$31K	Hold	237	–	–	0.01%	244
2023 Q2	$32.8K	Buy	+237	New	+$31.6K	0.01%	243

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Capital Management's VOE Position: Q3 2025 in Review

Northwest Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 237 shares — an estimated $39K sold.

Northwest Capital Management first reported a position in VOE in Q2 2023 and held it in 9 quarters. The position peaked at $39.7K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Northwest Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 237 Vanguard Mid-Cap Value ETF shares in Q3 2025, an estimated $39K.
Northwest Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2023 and held it in 9 quarters.
Northwest Capital Management's Vanguard Mid-Cap Value ETF position peaked at $39.7K in Q3 2024.
1,112 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.