Pacifica Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pacifica Partners’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	–	Sell	-3	Closed	-$465	–	549
2025 Q1	$465	Hold	3	–	–	﹤0.01%	492
2024 Q4	$484	Hold	3	–	–	﹤0.01%	463
2024 Q3	$503	Hold	3	–	–	﹤0.01%	487
2024 Q2	$448	Hold	3	–	–	﹤0.01%	512
2024 Q1	$457	Hold	3	–	–	﹤0.01%	495
2023 Q4	$415	Hold	3	–	–	﹤0.01%	533
2023 Q3	$384	Hold	3	–	–	﹤0.01%	521
2023 Q2	$416	Buy	+3	New	+$400	﹤0.01%	465
2022 Q2	–	Sell	-3	Closed	–	–	520
2022 Q1	$0	Hold	3	–	–	﹤0.01%	499
2021 Q4	$0	Hold	3	–	–	﹤0.01%	519
2021 Q3	$0	Hold	3	–	–	﹤0.01%	504
2021 Q2	$0	Hold	3	–	–	﹤0.01%	496
2021 Q1	$0	Hold	3	–	–	﹤0.01%	435
2020 Q4	$0	Hold	3	–	–	﹤0.01%	404
2020 Q3	$0	Hold	3	–	–	﹤0.01%	386
2020 Q2	$0	Sell	3 -83	-97%	-$7.61K	﹤0.01%	406
2020 Q1	$7K	Hold	86	–	–	0.01%	269
2019 Q4	$10K	Buy	+86	New	+$9.91K	0.01%	240

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pacifica Partners's VOE Position: Q2 2025 in Review

Pacifica Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 3 shares — an estimated $465 sold.

Pacifica Partners first reported a position in VOE in Q4 2019 and held it in 18 quarters. The position peaked at $10K in Q4 2019. 1,123 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Pacifica Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Pacifica Partners sold 3 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $465.
Pacifica Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 18 quarters.
Pacifica Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $10K in Q4 2019.
1,123 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Pacifica Partners's 13F filing for Q2 2025, filed 14 Jul 2025.