Obsidian Personal Planning Solutions’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Obsidian Personal Planning Solutions’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	$234K	Hold	1,359	–	–	0.08%	103
2025 Q2	$224K	Buy	+1,359	New	+$215K	0.09%	98
2024 Q1	–	Sell	-1,409	Closed	-$204K	–	104
2023 Q4	$204K	Buy	+1,409	New	+$189K	0.16%	79
2023 Q3	–	Sell	-2,415	Closed	-$334K	–	82
2023 Q2	$334K	Buy	+2,415	New	+$322K	0.41%	41

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

Obsidian Personal Planning Solutions's VOE Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 1,359 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #103.

Obsidian Personal Planning Solutions first reported a position in VOE in Q2 2023 and has held it in 4 quarters since. The position peaked at $334K in Q2 2023. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Obsidian Personal Planning Solutions held 1,359 shares of Vanguard Mid-Cap Value ETF worth $234K as of Q3 2025.
Obsidian Personal Planning Solutions left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
Vanguard Mid-Cap Value ETF made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #103 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Mid-Cap Value ETF in Q2 2023 and has held it in 4 quarters since.
Obsidian Personal Planning Solutions's Vanguard Mid-Cap Value ETF position peaked at $334K in Q2 2023.
1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.