Painted Porch Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Painted Porch Advisors’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	-12	Closed	-$2.1K	–	420
2025 Q3	$2.1K	Hold	12	–	–	﹤0.01%	406
2025 Q2	$1.97K	Hold	12	–	–	﹤0.01%	406
2025 Q1	$1.93K	Hold	12	–	–	﹤0.01%	433
2024 Q4	$1.94K	Hold	12	–	–	﹤0.01%	414
2024 Q3	$2.01K	Buy	+12	New	+$1.91K	﹤0.01%	349

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Painted Porch Advisors's VOE Position: Q4 2025 in Review

Painted Porch Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 12 shares — an estimated $2.1K sold.

Painted Porch Advisors first reported a position in VOE in Q3 2024 and held it in 5 quarters. The position peaked at $2.1K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Painted Porch Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $2.1K.
Painted Porch Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and held it in 5 quarters.
Painted Porch Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.1K in Q3 2025.
1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.