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Passumpsic Savings Bank’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Passumpsic Savings Bank’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 		$642K Buy
+3,620
New +$634K 0.35% 60
2024
Q4 		$541K Buy
3,347
+147
+5% +$24.8K 0.34% 62
2024
Q3 		$537K Buy
3,200
+311
+11% +$49.4K 0.35% 61
2024
Q2 		$435K Buy
2,889
+423
+17% +$64.2K 0.31% 63
2024
Q1 		$384K Buy
+2,466
New +$362K 0.25% 79

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Passumpsic Savings Bank's VOE Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025: 3,620 shares worth $642K. The stake represents 0.35% of the portfolio and ranks #60 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in VOE as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in VOE in Q1 2024 and has held it in 5 quarters since. 1,199 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Passumpsic Savings Bank held 3,620 shares of Vanguard Morningstar Mid-Cap Value ETF worth $642K as of Q4 2025.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Passumpsic Savings Bank position in Q4 2025.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.35% of Passumpsic Savings Bank's portfolio in Q4 2025, its #60 holding.
  • Passumpsic Savings Bank first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.