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

PBMares 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
Q3 		$225K Hold
1,289
– – 0.04% 183
2025
Q2 		$212K Sell
1,289
-6
-0.5% -$950 0.04% 175
2025
Q1 		$208K Sell
1,295
-21
-2% -$3.43K 0.04% 186
2024
Q4 		$213K Buy
1,316
+21
+2% +$3.54K 0.04% 183
2024
Q3 		$217K Buy
+1,295
New +$206K 0.05% 183
2024
Q2 		– Sell
-1,295
Closed -$202K – 188
2024
Q1 		$202K Buy
+1,295
New +$190K 0.05% 174

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PBMares Wealth Management's VOE Position: Q3 2025 in Review

PBMares Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 1,289 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #183.

PBMares Wealth Management first reported a position in VOE in Q1 2024 and has held it in 6 quarters since. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • PBMares Wealth Management held 1,289 shares of Vanguard Mid-Cap Value ETF worth $225K as of Q3 2025.
  • PBMares Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap Value ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #183 holding.
  • PBMares Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.