PWM
VOE icon

Parkworth Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Parkworth Wealth 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
Q2 		$77.6K Hold
472
– – 0.06% 89
2025
Q1 		$75.8K Buy
472
+3
+0.6% +$490 0.06% 82
2024
Q4 		$75.9K Buy
+469
New +$79.1K 0.06% 81

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Parkworth Wealth Management's VOE Position: Q2 2025 in Review

Parkworth Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2025 at 472 shares worth $77.6K. The position accounts for 0.06% of the portfolio, ranked #89.

Parkworth Wealth Management first reported a position in VOE in Q4 2024 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Parkworth Wealth Management held 472 shares of Vanguard Mid-Cap Value ETF worth $77.6K as of Q2 2025.
  • Parkworth Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2025.
  • Vanguard Mid-Cap Value ETF made up 0.06% of Parkworth Wealth Management's portfolio in Q2 2025, its #89 holding.
  • Parkworth Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.